William German has been Shareholder and Chief Investment Officer of JMG Financial Group since January 2017, is a control person of the firm and directly owns under 5% of it. William German holds a Bachelor of Arts in finance from the University of Illinois at Urbana-Champaign.
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.
Bill German is Principal/Chief Investment Officer of JMG Financial Group. He joined JMG in 2003. He works with clients on their portfolios as well as their lives and futures. He serves on the boards of Chicago Run Next Generation and The Executives' Club of Chicago.
- JMG Financial Group LTDCurrent– present · 16 yearsDowners Grove, IL · Adviser representative · Firm CRD 110302
Professional designations
Listed by JMG Financial Group
- CFP®
Investment adviser representative registrations
William German is registered as an investment adviser representative in 2 states. The first approvals date from October 2010; the most recent is Texas, in November 2016.
- IllinoisSince 14 October 2010
- TexasSince 17 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 December 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Robert German
- CRD
- 4603209
- Firm
- JMG Financial Group · CRD 110302
- Role
- Shareholder and Chief Investment Officer
- Office
- 2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmgfinancial.com
Where does William German work?
William German has been Shareholder and Chief Investment Officer of JMG Financial Group LTD since January 2017, and is a control person of the firm.
Is William German a financial advisor?
Yes. William German has a current investment-adviser registration in Illinois and Texas, through JMG Financial Group since October 2010.
How many years of experience does William German have?
William German has 16 years in the financial industry, since October 2010, across 1 adviser firm.
What exams has William German passed?
William German has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in December 2002.
Where is William German based?
William German’s registered office is in Downers Grove, IL.
Is William German registered with FINRA?
No. William German has no current broker registration.
Is William German a CFP?
JMG Financial Group lists William German with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify William German’s record?
Search CRD 4603209 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William German’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
- 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