Early on, John Bollweg wanted to pursue a career in financial management. He enjoyed working with money and allocating it based on his goals and objectives. After graduating from college in 2004, he was impressed with the employee development program at JMG Financial Group and joined the firm. He still considers the program critical to his long-term success.
John left JMG in 2010, expanding his technical skills in fiduciary investment management based on statutes, case law, regulations and regulatory guidance. His roles included director of financial planning, investment committee member and senior financial advisor to families and entities.
John returned to JMG to focus on helping families navigate the complexities that money and wealth bring. He maximizes clients’ wealth and financial futures through disciplined and holistic planning that’s optimized for their success. This foundation allows him to diagnose needs, recommend financial solutions and plans, and execute those plans. He has a passion for and conviction in the plans he outlines for his clients and enjoys guiding them through the wealth management maze.
When he’s not serving clients, John enjoys spending time with his family outdoors. His favorite activities include swimming, water sports, fishing, exercising, hiking and attending college football games.
Certified Financial Planner®, Accredited Investment Fiduciary® and Master Planner Advanced Studies®
Master of Science in personal financial planning – College for Financial Planning Bachelor’s degree in business administration – University of Iowa