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Tony Kozaili

Shareholder at JMG Financial Group in Downers Grove, IL

Investment adviser registrationUpdated

Tony Kozaili is Shareholder of JMG Financial Group LTD, an investment adviser managing $7.5B, and works from its Downers Grove, IL office. Tony Kozaili has been registered as an investment adviser representative through JMG Financial Group since 20 September 2019, has 7 years in the industry across 1 firm and has passed the Series 65.

7
Years in industry
7
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Tony Kozaili has been Shareholder of JMG Financial Group since January 2023, is not listed as a control person, but directly owns under 5% of the firm. Tony Kozaili holds a Master of Science in tax law from John Marshall Law School and a Bachelor of Science in finance from Lebanese Canadian 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.

Tony Kozaili is Principal of JMG Financial Group. He joined JMG in 2019. He works as a financial and tax advisor and helps clients ensure their finances are tax-efficient after a comprehensive review of their income, assets and investments.

  1. JMG Financial Group LTDCurrent
    – present · 7 years
    Downers Grove, IL · Adviser representative · Firm CRD 110302

Credentials and registrations

Professional designations

Listed by JMG Financial Group

  • EA

Investment adviser representative registrations

Tony Kozaili is registered as an investment adviser representative in 2 states. The first approvals date from September 2019; the most recent is Texas, in October 2020.

  • IllinoisSince 20 September 2019
  • TexasSince 29 October 2020

Examinations

Series 6528 August 2019
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Tony Elias Kozaili
CRD
7172765
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
September 2019
Disciplinary history
Not yet shown here · SEC record
Firm bio
jmgfinancial.com

Common questions

Where does Tony Kozaili work?

Tony Kozaili has been Shareholder of JMG Financial Group LTD since January 2023.

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

Is Tony Kozaili a financial advisor?

Yes. Tony Kozaili has a current investment-adviser registration in Illinois and Texas, through JMG Financial Group since September 2019.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Tony Kozaili have?

Tony Kozaili has 7 years in the financial industry, since September 2019, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

What exams has Tony Kozaili passed?

Tony Kozaili passed the Series 65 in August 2019.

Source: IAPD individual record, checked 21 October 2026

Where is Tony Kozaili based?

Tony Kozaili’s registered office is in Downers Grove, IL.

Source: IAPD individual record, checked 21 October 2026

Is Tony Kozaili registered with FINRA?

No. Tony Kozaili has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Tony Kozaili’s record?

Search CRD 7172765 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tony Kozaili’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at JMG Financial Group

Sources

  1. IAPD individual record, CRD 7172765, checked 21 October 2026. Registration status, employment history and examinations.
  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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