Robert William Lively
Investment Adviser Representative at JMG Financial Group Ltd
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert William Lively is an investment adviser representative with JMG Financial Group Ltd in Downers Grove, IL, where they have been registered since 2022, the year they entered the securities industry. They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 38
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JMG Financial Group, LtdNov 2022 – Aug 2023Downers Grove, IL
- JMG Financial Group, Ltd.Jul 2018 – Mar 2021Downers Grove, IL
- JMG Financial Group, Ltd.Mar 2021 – Nov 2022Downers Grove, IL
- Private Vista, LLCAug 2017 – Dec 2017Chicago, IL
- St. Xavier UniversitySep 2013 – May 2017Chicago, IL
- Powder Hound SNOW Removal, LLCJan 2018 – Mar 2018Elmhurst, IL
- RUTH LAKE Country CLUBApr 2018 – Jun 2018Hinsdale, IL
- JMG Financial Group, Ltd.Sep 2023 – no end date reportedDowners Grove, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JMG Financial Group Ltd
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 48
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Downers Grove, IL
- SEC file number:
- 801-23526
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at JMG Financial Group Ltd
Showing 12 of 48 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert William Lively has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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