Jason O'Hallen (AAMS, CFP®, CMFC)

Jason O'Hallen focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

JMG is an employee-owned, fee-only, registered investment advisory firm, which allows us to make objective and independent decisions on behalf of our clients. We strive for positive, risk-adjusted returns that match each individual’s financial goals, values and tolerances. We’re focused on driving growth and creating value for our clients, while helping them develop plans that incorporate all facets of their financial portfolio.

Additional Information

Jason is a Certified Financial PlannerTM professional, Accredited Asset Management SpecialistSM and Chartered Mutual Fund CounselorSM. He is a member of the Financial Planning Association and the American Association for Individual Investors. He holds a Bachelor of Science in Economics from Michigan Technological University.

NAPFA Start Date

February 10, 2010


This Office

2001 Butterfield Rd Ste 1400 Downers Grove, IL 60515-1368 Phone: (630) 573-6917 Fax: (630) 571-3821