Adam Boyer has been Shareholder, Chief Operating of JMG Financial Group since January 2025, is a control person of the firm and directly owns under 5% of it. Adam Boyer holds a Master's degree in economics from Florida State University and a Bachelor's degree in economics from Florida State University.
JMG Financial Group LTD is a Downers Grove, IL firm with $7.5B under management, 1,789 clients and 66 advisers across 4 offices, as of its March 2026 filing.
Adam Boyer is Chief Operating Officer/Chief Compliance Officer of JMG Financial Group. He joined JMG in 2024. He has more than two decades of leadership experience in financial services at Fortune 500 and publicly held companies, and serves on the Chicago Public Schools Local School Council.
Adam Boyer’s longest registration was 12 years at Charles Schwab & Co., Inc. (2007–2019). Before joining JMG Financial Group in 2024, Adam Boyer was registered through Northern Trust Investments, Incorporated and Charles Schwab & Co., Inc.
- JMG Financial Group LTDCurrent– present · 2 yearsDowners Grove, IL · Adviser representative · Firm CRD 110302
- Northern Trust Investments, Incorporated– · 2 yearsChicago, IL · Adviser representative · Firm CRD 105780
- Charles Schwab & Co., Inc.– · 12 yearsChicago, IL · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Adam Boyer is registered as an investment adviser representative in Illinois, since September 2024.
- IllinoisSince 3 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 November 2007 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 November 2007 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 30 October 2007 |
| Series 7 | General Securities Representative Examination | 16 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Currie Boyer
- CRD
- 5430258
- Firm
- JMG Financial Group · CRD 110302
- Role
- Shareholder, Chief Operating
- Office
- 2001 BUTTERFIELD ROAD, SUITE 1400, Downers Grove, IL 60515
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmgfinancial.com
Where does Adam Boyer work?
Adam Boyer has been Shareholder, Chief Operating of JMG Financial Group LTD since January 2025, and is a control person of the firm.
Is Adam Boyer a financial advisor?
Yes. Adam Boyer has a current investment-adviser registration in Illinois, through JMG Financial Group since September 2024.
How many years of experience does Adam Boyer have?
Adam Boyer has 16 years in the financial industry, since June 2010, across 3 adviser firms.
What exams has Adam Boyer passed?
Adam Boyer has passed 4 licensing exams: the Series 7, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in October 2007. FINRA credited Adam Boyer with the SIE, which began in October 2018.
Where did Adam Boyer work before JMG Financial Group?
Before JMG Financial Group, Adam Boyer was registered through Northern Trust Investments, Incorporated, April 2020 to May 2022; Charles Schwab & Co., Inc., November 2007 to November 2019.
Where is Adam Boyer based?
Adam Boyer’s registered office is in Downers Grove, IL.
Is Adam Boyer registered with FINRA?
No. Adam Boyer has no current broker registration.
How can I verify Adam Boyer’s record?
Search CRD 5430258 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Boyer’s full registration record.
- Anthony CecchiniShareholder and Chief Executive Officer
- Jason O'HallenShareholder and President
- Oscar CantuShareholder and Chief Client Solutions Officer
- Erik FaustShareholder
- William GermanShareholder and Chief Investment Officer
- Daniel JurgovanShareholder and Chief Technology Officer
- Kate KammesShareholder and Chief Talent Officer
- Tony KozailiShareholder
- Aaron NiecShareholder
- Donna SmolichShareholder and Senior Director of Talent Operations
Matthew GrubbShareholder
Justin LeschShareholder
Michelle RozsypalShareholder
Brian VanBurenShareholder