| Date | Description |
|---|
| 2022-11-08 |
insert president Jason O'Hallen |
| 2022-11-08 |
delete source_ip 172.67.198.17 |
| 2022-11-08 |
delete source_ip 104.21.52.101 |
| 2022-11-08 |
insert person Caitlin Gorski |
| 2022-11-08 |
insert person Ellis Greenstein |
| 2022-11-08 |
insert person Gretchen Baron |
| 2022-11-08 |
insert person Jack Reynolds |
| 2022-11-08 |
insert person Lexi Kovitz |
| 2022-11-08 |
insert person Nick Smith |
| 2022-11-08 |
insert person Samantha Wilhelm |
| 2022-11-08 |
insert person Tyler Kocour |
| 2022-11-08 |
insert source_ip 141.193.213.11 |
| 2022-11-08 |
insert source_ip 141.193.213.10 |
| 2022-11-08 |
update person_title Brian VanBuren: Principal => Principal / Director of Financial Advisory Services; Principal / Director FAS |
| 2022-11-08 |
update person_title Jason O'Hallen: Principal / President / Director of Financial Advisory Services; Principal / President / Director FAS => Principal; President |
| 2022-11-08 |
update person_title Kevin Ryan: Senior Support Advisor => Advisor |
| 2022-11-08 |
update person_title Tim Stringer: Advisor => Principal |
| 2022-07-03 |
delete person Ryan Sheldon |
| 2022-05-31 |
insert otherexecutives Kate Kammes |
| 2022-05-31 |
update person_title Kate Kammes: Senior Director of Organizational Development; Director Organizational Dev => Chief Talent Officer |
| 2022-03-30 |
insert person Matt Sorenson |
| 2022-02-10 |
delete otherexecutives Charles Wm. Foster |
| 2022-02-10 |
delete person Charles Wm. Foster |
| 2022-02-10 |
delete person Dennis Marx |
| 2022-02-10 |
delete person Ryan Moran |
| 2022-02-10 |
delete phone (414) 238-1890 |
| 2022-02-10 |
update person_title Aaron Niec: Advisor => Principal |
| 2022-02-10 |
update person_title Brett Ludwig: Advisor => Principal |
| 2022-02-10 |
update person_title Oscar Cantu: Chief Client Sols Officer; Chief Client Solutions Officer => Principal / Chief Client Sols Officer; Principal / Chief Client Solutions Officer |
| 2022-02-10 |
update person_title Tony Kozaili: Advisor => Principal |
| 2021-08-28 |
insert office_emails br..@jmgfin.com |
| 2021-08-28 |
insert email aa..@jmgfin.com |
| 2021-08-28 |
insert email an..@jmgfin.com |
| 2021-08-28 |
insert email bi..@jmgfin.com |
| 2021-08-28 |
insert email bi..@jmgfin.com |
| 2021-08-28 |
insert email bi..@jmgfin.com |
| 2021-08-28 |
insert email br..@jmgfin.com |
| 2021-08-28 |
insert email br..@jmgfin.com |
| 2021-08-28 |
insert email ch..@jmgfin.com |
| 2021-08-28 |
insert email ch..@jmgfin.com |
| 2021-08-28 |
insert email da..@jmgfin.com |
| 2021-08-28 |
insert email de..@jmgfin.com |
| 2021-08-28 |
insert email er..@jmgfin.com |
| 2021-08-28 |
insert email er..@jmgfin.com |
| 2021-08-28 |
insert email ja..@jmgfin.com |
| 2021-08-28 |
insert email ja..@jmgfin.com |
| 2021-08-28 |
insert email je..@jmgfin.com |
| 2021-08-28 |
insert email jo..@jmgfin.com |
| 2021-08-28 |
insert email jo..@jmgfin.com |
| 2021-08-28 |
insert email jo..@jmgfin.com |
| 2021-08-28 |
insert email jo..@jmgfin.com |
| 2021-08-28 |
insert email ju..@jmgfin.com |
| 2021-08-28 |
insert email ka..@jmgfin.com |
| 2021-08-28 |
insert email ma..@jmgfin.com |
| 2021-08-28 |
insert email ma..@jmgfin.com |
| 2021-08-28 |
insert email me..@jmgfin.com |
| 2021-08-28 |
insert email me..@jmgfin.com |
| 2021-08-28 |
insert email mi..@jmgfin.com |
| 2021-08-28 |
insert email mo..@jmgfin.com |
| 2021-08-28 |
insert email os..@jmgfin.com |
| 2021-08-28 |
insert email ri..@jmgfin.com |
| 2021-08-28 |
insert email ry..@jmgfin.com |
| 2021-08-28 |
insert email st..@jmgfin.com |
| 2021-08-28 |
insert email ti..@jmgfin.com |
| 2021-08-28 |
insert email to..@jmgfin.com |
| 2021-08-28 |
insert email wi..@jmgfin.com |
| 2021-08-28 |
insert email yo..@jmgfin.com |
| 2021-07-15 |
insert address 250 East Wisconsin Ave, Suite 1800
Milwaukee, WI 53202 |
| 2021-07-15 |
insert person Ryan Moran |
| 2021-07-15 |
insert phone (414) 238-1890 |
| 2021-06-11 |
delete office_emails br..@jmgfin.com |
| 2021-06-11 |
delete email aa..@jmgfin.com |
| 2021-06-11 |
delete email an..@jmgfin.com |
| 2021-06-11 |
delete email bi..@jmgfin.com |
| 2021-06-11 |
delete email bi..@jmgfin.com |
| 2021-06-11 |
delete email bi..@jmgfin.com |
| 2021-06-11 |
delete email br..@jmgfin.com |
| 2021-06-11 |
delete email br..@jmgfin.com |
| 2021-06-11 |
delete email ch..@jmgfin.com |
| 2021-06-11 |
delete email ch..@jmgfin.com |
| 2021-06-11 |
delete email da..@jmgfin.com |
| 2021-06-11 |
delete email de..@jmgfin.com |
| 2021-06-11 |
delete email er..@jmgfin.com |
| 2021-06-11 |
delete email er..@jmgfin.com |
| 2021-06-11 |
delete email ja..@jmgfin.com |
| 2021-06-11 |
delete email ja..@jmgfin.com |
| 2021-06-11 |
delete email je..@jmgfin.com |
| 2021-06-11 |
delete email jo..@jmgfin.com |
| 2021-06-11 |
delete email jo..@jmgfin.com |
| 2021-06-11 |
delete email jo..@jmgfin.com |
| 2021-06-11 |
delete email jo..@jmgfin.com |
| 2021-06-11 |
delete email ju..@jmgfin.com |
| 2021-06-11 |
delete email ka..@jmgfin.com |
| 2021-06-11 |
delete email ma..@jmgfin.com |
| 2021-06-11 |
delete email ma..@jmgfin.com |
| 2021-06-11 |
delete email me..@jmgfin.com |
| 2021-06-11 |
delete email me..@jmgfin.com |
| 2021-06-11 |
delete email mi..@jmgfin.com |
| 2021-06-11 |
delete email mo..@jmgfin.com |
| 2021-06-11 |
delete email os..@jmgfin.com |
| 2021-06-11 |
delete email ri..@jmgfin.com |
| 2021-06-11 |
delete email st..@jmgfin.com |
| 2021-06-11 |
delete email ti..@jmgfin.com |
| 2021-06-11 |
delete email to..@jmgfin.com |
| 2021-06-11 |
delete email wi..@jmgfin.com |
| 2021-06-11 |
delete email yo..@jmgfin.com |
| 2021-04-17 |
delete address 155 N. Wacker Drive, Suite 4250
Chicago, IL 60606 |
| 2021-04-17 |
delete person Bobby Lively |
| 2021-04-17 |
delete phone (312) 345-5200 |
| 2021-04-17 |
insert person Meggan Carroll |
| 2021-01-29 |
insert cmo Yonhee Gordon |
| 2021-01-29 |
delete person Doug Evans |
| 2021-01-29 |
delete source_ip 104.24.106.114 |
| 2021-01-29 |
delete source_ip 104.24.107.114 |
| 2021-01-29 |
insert person Bobby Lively |
| 2021-01-29 |
insert person Chloe Fakhouri |
| 2021-01-29 |
insert person Kate Kammes |
| 2021-01-29 |
insert person Marcus Velasco |
| 2021-01-29 |
insert source_ip 104.21.52.101 |
| 2021-01-29 |
update person_title Brian VanBuren: Advisor => Principal |
| 2021-01-29 |
update person_title Erik Faust: Advisor => Principal |
| 2021-01-29 |
update person_title Jaclyn Garcia: Advisor => Principal |
| 2021-01-29 |
update person_title Yonhee Gordon: Chief Operating Officer; Principal => Chief Operating Officer; Principal; Chief Marketing Officer |
| 2020-09-30 |
update person_title Tony Kozaili: Senior Tax Manager => Advisor |
| 2020-07-22 |
insert person Eric Berkowitz |
| 2020-07-22 |
insert person John White |
| 2020-06-21 |
insert person John Karavouzis |
| 2020-06-21 |
insert person Tim Stringer |
| 2020-06-21 |
insert person Will Alexander |
| 2020-06-21 |
insert source_ip 172.67.198.17 |
| 2020-04-22 |
delete person Robert Engstrom |
| 2020-04-22 |
insert person John Bollweg |
| 2020-02-20 |
insert person Brett Ludwig |
| 2020-01-17 |
delete person Joseph Menconi |
| 2020-01-17 |
delete person Marita Sullivan |
| 2020-01-17 |
insert person Oscar Cantu |
| 2019-10-16 |
delete address 155 North Wacker Drive, Suite 4250
Chicago, IL 60606 |
| 2019-10-16 |
insert address 155 N. Wacker Drive, Suite 4250
Chicago, IL 60606 |
| 2019-10-16 |
insert address 1990 Main Street, Suite 750
Sarasota, FL 34236 |
| 2019-10-16 |
insert person Aaron Niec |
| 2019-10-16 |
insert phone (813) 530-4618 |
| 2019-06-15 |
delete president Doug Evans |
| 2019-06-15 |
update person_title Doug Evans: Principal; President => Principal |
| 2019-06-15 |
update person_title Jason O'Hallen: Principal / Director of Financial Advisory Services; Principal / Director FAS => Principal / President / Director of Financial Advisory Services; Principal / President / Director FAS |
| 2019-04-05 |
insert person Tony Kozaili |
| 2019-02-24 |
delete cco David Morgan |
| 2019-02-24 |
insert cco Jeff Dohner |
| 2019-02-24 |
insert otherexecutives Charles Wm. Foster |
| 2019-02-24 |
delete address 964 North Shore
Lake Bluff, IL 60044 |
| 2019-02-24 |
insert address 964 N. Shore Drive
Lake Bluff, IL 60044 |
| 2019-02-24 |
insert person Charles Wm. Foster |
| 2019-02-24 |
insert person Robert Engstrom |
| 2019-02-24 |
update person_title David Morgan: Principal; CCO; Chief Compliance Officer => Principal |
| 2019-02-24 |
update person_title Jeff Dohner: Dir. Compliance & Research; Director of Compliance and Research => Principal; CCO; Chief Compliance Officer |
| 2018-12-30 |
insert general_emails in..@jmgfin.com |
| 2018-12-30 |
delete index_pages_linkeddomain gradycampbell.com |
| 2018-12-30 |
delete source_ip 107.23.128.138 |
| 2018-12-30 |
insert address 2001 Butterfield Road, Suite 1400
Downers Grove, IL 60515 |
| 2018-12-30 |
insert email in..@jmgfin.com |
| 2018-12-30 |
insert index_pages_linkeddomain thesimonsgroup.com |
| 2018-12-30 |
insert phone (630) 571-5252 |
| 2018-12-30 |
insert source_ip 104.24.106.114 |
| 2018-12-30 |
insert source_ip 104.24.107.114 |
| 2018-12-30 |
update primary_contact null => 2001 Butterfield Road, Suite 1400
Downers Grove, IL 60515 |
| 2018-09-05 |
delete chairman Marita A. Sullivan |
| 2018-09-05 |
update person_title Marita A. Sullivan: Chairman of the Board of Directors; Chairman of the JMG Board of Directors => Chairman Emeritus |
| 2018-07-29 |
insert about_pages_linkeddomain gradycampbell.com |
| 2018-07-29 |
insert client_pages_linkeddomain gradycampbell.com |
| 2018-07-29 |
insert index_pages_linkeddomain gradycampbell.com |
| 2018-07-29 |
insert management_pages_linkeddomain gradycampbell.com |
| 2018-07-29 |
insert service_pages_linkeddomain gradycampbell.com |
| 2018-07-29 |
insert terms_pages_linkeddomain gradycampbell.com |
| 2018-04-19 |
delete email ab..@jmgfin.com |
| 2018-04-19 |
delete email se..@jmgfin.com |
| 2018-04-19 |
delete person Abrar M. Sait |
| 2018-04-19 |
delete person Sean M. Young |
| 2018-04-19 |
delete source_ip 54.236.213.171 |
| 2018-04-19 |
insert email mo..@jmgfin.com |
| 2018-04-19 |
insert person Morgan G. Pearsall |
| 2018-04-19 |
insert source_ip 107.23.128.138 |
| 2018-04-19 |
update person_title Douglas R. Evans: Principal / President and Director of; Principal / President and Director of Financial Advisory Services Executive Committee / Board of Directors => Principal / President / Executive Committee; Principal / President / Executive Committee / Board of Directors |
| 2018-03-14 |
update person_title Justin H. Lesch: Advisor => Principal |
| 2018-01-29 |
delete email bo..@jmgfin.com |
| 2018-01-29 |
delete person Robert T. Meeks |
| 2018-01-29 |
update person_title William G. Waight: Principal / Co - Chief Investment Officer / Executive Committee; Principal / Co - Chief Investment Officer / Executive Committee / Investment Committee / Board of Directors => Principal / Chief Investment Officer / Executive Committee; Principal / Chief Investment Officer / Executive Committee / Investment Committee / Board of Directors |
| 2017-07-04 |
update robots_txt_status www.jmgfinancial.com: 404 => 200 |
| 2017-02-09 |
delete ceo Marita A. Sullivan |
| 2017-02-09 |
insert ceo Anthony D. Cecchini |
| 2017-02-09 |
insert chairman Marita A. Sullivan |
| 2017-02-09 |
insert otherexecutives David S. Morgan |
| 2017-02-09 |
update person_title Anthony D. Cecchini: Principal / Chief Compliance Officer / Executive Committee / Board of Directors; Principal / Chief Compliance Officer / Executive Committee => Principal; Principal / Chief Executive Officer / Executive Committee; Chief Executive Officer |
| 2017-02-09 |
update person_title David S. Morgan: Principal / Investment Committee; Financial Planning Specialist => Principal; Chief Compliance Officer; Financial Planning Specialist |
| 2017-02-09 |
update person_title Marita A. Sullivan: Chief Executive Officer / Principal / Executive Committee / Board of Directors; Chief Executive Officer; Chief Executive Officer / Principal / Executive Committee => Chairman of the Board of Directors; Chairman of the JMG Board of Directors |
| 2017-01-04 |
insert email br..@jmgfin.com |
| 2017-01-04 |
insert person Brian C. VanBuren |
| 2017-01-04 |
update person_title Marita A. Sullivan: Principal; Chief Executive Officer; Principal / Chief Executive Officer / Executive Committee => Chief Executive Officer / Principal / Executive Committee / Board of Directors; Chief Executive Officer; Chief Executive Officer / Principal / Executive Committee |
| 2017-01-04 |
update person_title Melissa A. Walsh: Principal; Wealth Advisor => Wealth Advisor; Principal / Director of Tax |
| 2016-08-22 |
update person_title Anthony D. Cecchini: Principal / Chief Compliance Officer / Executive Committee => Principal / Chief Compliance Officer / Executive Committee / Board of Directors; Principal / Chief Compliance Officer / Executive Committee |
| 2016-08-22 |
update person_title Douglas R. Evans: Principal / President and Director of => Principal / President and Director of; Principal / President and Director of Financial Advisory Services Executive Committee / Board of Directors |
| 2016-08-22 |
update person_title Robert T. Meeks: Principal / Co - Chief Investment Officer / Executive Committee / Investment Committee; Principal / Co - Chief Investment Officer / Executive Committee => Principal / Co - Chief Investment Officer / Executive Committee; Principal / Co - Chief Investment Officer / Executive Committee / Investment Committee / Board of Directors |
| 2016-08-22 |
update person_title William G. Waight: Principal / Co - Chief Investment Officer / Executive Committee / Investment Committee; Principal / Co - Chief Investment Officer / Executive Committee => Principal / Co - Chief Investment Officer / Executive Committee; Principal / Co - Chief Investment Officer / Executive Committee / Investment Committee / Board of Directors |