JM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information
Office location
1821 Walden Office Square, Suite 400, Schaumburg, IL, 60173
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacer Advisors, INC.
October 2025 - Present · 3 mos
Pacer Financial, INC.
October 2025 - Present · 3 mos
Pacer Financial, INC.Broker
October 2025 - Present · 3 mos
Previous Registrations
Lifepoint Planning
March 2025 - September 2025 · 6 mos
Russell Investments
November 2023 - April 2025 · 1 yr 5 mos
Russell Investments Financial Services, LLCBroker
November 2022 - April 2025 · 2 yrs 5 mos
Jackson National Life Distributors LLCBroker
July 2016 - October 2022 · 6 yrs 3 mos
State Registrations2 states
MIPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.