Donna Smolich 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.
Donna Smolich is Human Resources Director of JMG Financial Group. She joined JMG as a receptionist and has served in positions of increasing responsibility.
- CRD
- 8211768
- Firm
- JMG Financial Group · CRD 110302
- Role
- Shareholder and Senior Director of Talent Operations
- In role since
- August 2025 · 1 year
- 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
Where does Donna Smolich work?
Donna Smolich has been Shareholder and Senior Director of Talent Operations of JMG Financial Group LTD since August 2025, and is a control person of the firm.
How can I verify Donna Smolich’s record?
Donna Smolich’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.
- Anthony CecchiniShareholder and Chief Executive Officer
- Jason O'HallenShareholder and President
- Adam BoyerShareholder, Chief Operating
- 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
Matthew GrubbShareholder
Justin LeschShareholder
Michelle RozsypalShareholder
Brian VanBurenShareholder