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William Douglas Alexander

Investment Adviser Representative at JMG Financial Group Ltd

Downers Grove, ILCRD #6317966Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Douglas Alexander is an investment adviser representative with JMG Financial Group Ltd in Downers Grove, IL, where they have been registered since 2018, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Illinois.

Office

2001 Butterfield Road, Suite 1400
Downers Grove, IL 60515

Advisors at this office: 38

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/20/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/3/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

JMG Financial Group LtdCurrent
10/1/2018 – Downers Grove, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. JMG Financial Group, Ltd.
    Oct 2018 – Jan 2021Downers Grove, IL
  2. JMG Financial Group, Ltd.
    Jun 2014 – Sep 2018Downers Grove, IL
  3. JMG Financial Group, Ltd.
    Jan 2021 – 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at JMG Financial Group Ltd

Showing 12 of 48 in the directory

View JMG Financial Group Ltd firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Douglas Alexander 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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