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Daniel Jurgovan

Shareholder and Chief Technology Officer at JMG Financial Group

Firm officerUpdated

Daniel Jurgovan has been Shareholder and Chief Technology Officer of JMG Financial Group LTD, a Downers Grove, IL investment adviser managing $7.5B, since January 2018.

8
Years in role
$7.5B
Firm AUM
1,789
Firm clients
66
Firm advisers

From Form ADV filed 23 March 2026Form ADV

Career

Daniel Jurgovan is a control person of JMG Financial Group and directly owns under 5% of it.

JMG Financial Group is an investment adviser based in Downers Grove, IL, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.5 billion, as filed on 23 March 2026. Its fees, ownership and offices are on the firm’s profile.

Dan Jurgovan is Chief Technology Officer of JMG Financial Group. He joined JMG in 1996. He develops and implements technology solutions that simplify complicated tasks and automate routine work for JMG's advisors.

Key facts

CRD
6895733
Firm
JMG Financial Group · CRD 110302
Role
Shareholder and Chief Technology Officer
In role since
January 2018 · 8 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Downers Grove, IL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
jmgfinancial.com

Common questions

Where does Daniel Jurgovan work?

Daniel Jurgovan has been Shareholder and Chief Technology Officer of JMG Financial Group LTD since January 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 March 2026

How can I verify Daniel Jurgovan’s record?

Daniel Jurgovan’s role is listed on JMG Financial Group LTD’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110302.

Source: Form ADV, Schedule A, filed 23 March 2026

Leadership at JMG Financial Group

Sources

  1. IAPD individual lookup, CRD 6895733, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of JMG Financial Group LTD, filed 23 March 2026. Title, control and ownership bands.
  3. JMG Financial Group team page. Biography, education, credentials, awards.
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