Verified recordFinancial Services

John Boss

Support Advisor at Jmg Financial Group, Ltd

Based in Chicago, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Chicago

Industry

Financial Services

Company size

92

Contact information

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Email

1 credit

j•••••••@jmgfinancial.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About John Boss

I am a Financial Planning Associate at JMG Financial Group, Ltd. In that role I provide technical support to the financial advisors, work with the financial advisors to help clients achieve their personal financial goals and objectives. My primary duties include preparing personal financial statements, schedules, tax projections and various reports by collecting, analyzing, and summarizing information for clients. JMG is a wealth management firm whose principal office location is in Downers Grove, Illinois.

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