Michelle Rozsypal has been Shareholder of JMG Financial Group since January 2020, is not listed as a control person, but directly owns between 10% and 25% of the firm. Michelle Rozsypal holds a Bachelor of Science 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.
Michelle Rozsypal is Principal of JMG Financial Group. She joined JMG in 1994.
- JMG Financial Group LTDCurrent– present · 23 yearsDowners Grove, IL · Adviser representative · Firm CRD 110302
Professional designations
Listed by JMG Financial Group
- CFP®
- Certified Divorce Financial Analyst
Investment adviser representative registrations
Michelle Rozsypal is registered as an investment adviser representative in 3 states. The first approvals date from August 2003; the most recent is Minnesota, in May 2024.
- IllinoisSince 18 August 2003
- MinnesotaSince 29 May 2024
- TexasSince 23 November 2004
Examinations
No examinations are on Michelle Rozsypal’s record.
- Full name
- Michelle Pilar Rozsypal
- CRD
- 4699135
- 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 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmgfinancial.com
Where does Michelle Rozsypal work?
Michelle Rozsypal has been Shareholder of JMG Financial Group LTD since January 2020.
Is Michelle Rozsypal a financial advisor?
Yes. Michelle Rozsypal has a current investment-adviser registration in Illinois, Minnesota and Texas, through JMG Financial Group since August 2003.
How many years of experience does Michelle Rozsypal have?
Michelle Rozsypal has 23 years in the financial industry, since August 2003, across 1 adviser firm.
Where is Michelle Rozsypal based?
Michelle Rozsypal’s registered office is in Downers Grove, IL.
Is Michelle Rozsypal registered with FINRA?
No. Michelle Rozsypal has no current broker registration.
Is Michelle Rozsypal a CFP?
JMG Financial Group lists Michelle Rozsypal with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Michelle Rozsypal’s record?
Search CRD 4699135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Rozsypal’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
Matthew GrubbShareholder
Justin LeschShareholder
Brian VanBurenShareholder