Jason O'Hallen has been Shareholder and President of JMG Financial Group since January 2015, is a control person of the firm and directly owns between 10% and 25% of it. Jason O'Hallen holds a Bachelor of Science in economics from Michigan Technological 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.
Jason O'Hallen is Principal/President of JMG Financial Group. He joined JMG in 1999. He works to help clients along their path, including minimizing their tax liabilities.
- JMG Financial Group LTDCurrent– present · 16 yearsBradenton, FL · Adviser representative · Firm CRD 110302
Professional designations
Listed by JMG Financial Group
- CFP®
Investment adviser representative registrations
Jason O'Hallen is registered as an investment adviser representative in 3 states. The first approvals date from February 2010; the most recent is Florida, in September 2025.
- FloridaSince 4 September 2025
- IllinoisSince 23 February 2010
- TexasSince 10 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 25 November 1998 |
- Name
- General Securities Representative Examination
- Full name
- Jason Robert O'Hallen
- CRD
- 3141892
- Firm
- JMG Financial Group · CRD 110302
- Role
- Shareholder and President
- Office
- Bradenton, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmgfinancial.com
Where does Jason O'Hallen work?
Jason O'Hallen has been Shareholder and President of JMG Financial Group LTD since January 2015, and is a control person of the firm.
Is Jason O'Hallen a financial advisor?
Yes. Jason O'Hallen has a current investment-adviser registration in Florida, Illinois and Texas, through JMG Financial Group since February 2010.
How many years of experience does Jason O'Hallen have?
Jason O'Hallen has 16 years in the financial industry, since February 2010, across 1 adviser firm.
What exams has Jason O'Hallen passed?
Jason O'Hallen passed the Series 7 in November 1998.
Where is Jason O'Hallen based?
Jason O'Hallen’s registered office is in Bradenton, FL.
Is Jason O'Hallen registered with FINRA?
No. Jason O'Hallen has no current broker registration.
Is Jason O'Hallen a CFP?
JMG Financial Group lists Jason O'Hallen with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jason O'Hallen’s record?
Search CRD 3141892 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason O'Hallen’s full registration record.
- Anthony CecchiniShareholder and Chief Executive Officer
- 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
- Donna SmolichShareholder and Senior Director of Talent Operations
Matthew GrubbShareholder
Justin LeschShareholder
Michelle RozsypalShareholder
Brian VanBurenShareholder