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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-13-1985
- Office Locations
- 7
Office Locations
About JMG Financial Group LTD
JMG Financial Group is an independent wealth management and financial planning firm serving retail and institutional clients, including business owners and entrepreneurs. The team delivers portfolio construction and investment management using ETFs and mutual funds with an asset-allocation and risk-management approach, and can incorporate ESG/SRI and alternative strategies as appropriate. Schwab-custodied; earned Schwab Advisor Services’ 2018 Best-in-Business IMPACT Award for operational excellence and tech integration.
Reported data analysis
What the numbers show
Between August 11, 2025 and March 23, 2026, reported AUM increased 17.8%, from $6.4B to $7.5B.
Across 5 reported observations, AUM increased 59.0% between October 31, 2022 and March 23, 2026, from $4.7B to $7.5B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 66 advisory representatives and 1,928 clients, or 29.2 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 7 reported office locations and 41 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full JMG Financial Group LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTHONY DAVID CECCHINI
Chief Executive Officer, Principal
- CRD
- #4528719
- Ownership
- 10% but less than 25%
JASON ROBERT O'HALLEN
President
- CRD
- #3141892
- Ownership
- 10% but less than 25%
Showing 2 of 15 owners & executives
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AARON JOSEPH AHLSTROM
Advisor
- CRD
- #5729325
WILLIAM DOUGLAS ALEXANDER
Financial Planning Associate
- CRD
- #6317966
Showing 2 of 51 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,174,329,130 | $1,123,271 |
| Non-Discretionary | $325,806,352 | $419,313 |
| Total | $7,500,135,482 | $1,046,920 |
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Separately Managed Accounts
SMA allocation detail is available
JMG Financial Group LTD has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
JMG Financial Group LTD's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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