Matthew Grubb has been Shareholder of JMG Financial Group since January 2012, is not listed as a control person, but directly owns between 5% and 10% of the firm. Matthew Grubb holds a Bachelor's degree in Finance from Northern Illinois 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.
Matthew Grubb is Principal of JMG Financial Group. He joined JMG in 1996. He serves on the board of Breakthrough T1D Illinois.
- JMG Financial Group LTDCurrent– present · 22 yearsDowners Grove, IL · Adviser representative · Firm CRD 110302
Professional designations
Listed by JMG Financial Group
- CFP®
Investment adviser representative registrations
Matthew Grubb is registered as an investment adviser representative in 2 states. The first approvals date from August 2004; the most recent is Texas, in June 2023.
- IllinoisSince 18 August 2004
- TexasSince 27 June 2023
Examinations
No examinations are on Matthew Grubb’s record.
- Full name
- Matthew James Grubb
- CRD
- 4842476
- Firm
- JMG Financial Group · CRD 110302
- Role
- Shareholder
- Office
- 2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmgfinancial.com
Where does Matthew Grubb work?
Matthew Grubb has been Shareholder of JMG Financial Group LTD since January 2012.
Is Matthew Grubb a financial advisor?
Yes. Matthew Grubb has a current investment-adviser registration in Illinois and Texas, through JMG Financial Group since August 2004.
How many years of experience does Matthew Grubb have?
Matthew Grubb has 22 years in the financial industry, since August 2004, across 1 adviser firm.
Where is Matthew Grubb based?
Matthew Grubb’s registered office is in Downers Grove, IL.
Is Matthew Grubb registered with FINRA?
No. Matthew Grubb has no current broker registration.
Is Matthew Grubb a CFP?
JMG Financial Group lists Matthew Grubb with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Grubb’s record?
Search CRD 4842476 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Grubb’s full registration record.
- 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
- Donna SmolichShareholder and Senior Director of Talent Operations
Justin LeschShareholder
Michelle RozsypalShareholder
Brian VanBurenShareholder