RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
John Hayden Bollweg
- Title
- Principalreportedjmgfinancial.comfirm site, Sep 15, 2026
- Investment committee
- “His roles included director of financial planning, investment committee member and senior financial advisor to families and entities.”reportedjmgfinancial.comthe sentence on the bio page
- Professional profile
- jmgfinancial.com/team-members/john-bollwegreportedjmgfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Jmg Financial Group Ltd independent RIA currentsince Apr 21, 2020 · Downers Grove, Il
- Mps-Loria Financial Planners,LLC independent RIAJul 1, 2010 to Apr 15, 2020 · Burr Ridge, Il
- Mps-Loria Financial Planners,LLC to Jmg Financial Group Ltdleft Apr 15, 2020, registered Apr 21, 2020 (6 days) · RIA to RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address