DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner12 years in industry

JACOB M STANCZYK

Advisor at JMG FINANCIAL GROUP LTD

DOWNERS GROVE, IL | Pewaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7a71ca35-957e-9b27-22bf-3e244927addb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JMG FINANCIAL GROUP LTD
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 20, 2014
First registration: Jun 20, 2014
Dual registered: no
IAPD individual key: 6202189

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JMG FINANCIAL GROUP LTD	Independent wealth	May 15, 2024	n/a	yes	DOWNERS GROVE, IL\|Pewaukee, WI	Current employment
THE ADVOCATE GROUP, LLC	Independent wealth	May 26, 2022	May 2, 2024	no	MINNETONKA, MN	Previous registration
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL	Independent wealth	Sep 17, 2015	Jun 17, 2016	no	CHANHASSEN, MN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 20, 2014	Sep 11, 2015	no	EDEN PRAIRIE, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE ADVOCATE GROUP, LLC	JMG FINANCIAL GROUP LTD	May 2, 2024	May 15, 2024	13	Firm change	RIA to RIA
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL	THE ADVOCATE GROUP, LLC	Jun 17, 2016	May 26, 2022	2,169	Firm change after gap	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	MD FINANCIAL ADVISORS / VESTMENT FINANCIAL	Sep 11, 2015	Sep 17, 2015	6	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ JMG FINANCIAL GROUP LTDRegistered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ THE ADVOCATE GROUP, LLCRegistered adviserregistration: previous registration
May 26, 2022 to May 2, 2024factForm ADV
→ MD FINANCIAL ADVISORS / VESTMENT FINANCIALRegistered adviserregistration: previous registration
Sep 17, 2015 to Jun 17, 2016factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 20, 2014 to Sep 11, 2015factForm ADV

Dated events

Occurred
May 2, 2024
Advisor changed firm
Jacob M Stanczyk left The Advocate Group, Llc for Jmg Financial Group Ltd (registered 2024-05-15)
Form ADVobserved 5 days ago