JMJRG, Inc. dba Strategic Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,192,949
Clients
56
Advisors
2
across 2 offices
About
Strategic Wealth Management Group provides portfolio management, pension consulting (including serving as ERISA 3(21) or 3(38) fiduciaries), and complementary financial planning to individual and high‑net‑worth clients as well as employer‑sponsored retirement plans. The firm reports about $13.79 million in discretionary assets, operates with two advisors, and serves roughly 56 clients.
The firm documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis using a mix of fundamental, technical, cyclical, and economic analysis. Investment recommendations are generally limited to mutual funds, ETFs (including precious‑metals ETFs), fixed income, real estate funds, third‑party managers and insurance products, accounts are reviewed at least monthly, and fees are charged as a percentage of assets in arrears.
Noteworthy distinctions include that several firm representatives are licensed insurance agents and also offer tax preparation or real estate services, which the brochure discloses may result in commissionable sales and potential conflicts of interest. The firm also discloses an affiliated plan administration provider and the possibility of recommending its affiliated investment management and administrative services for retirement plans, with stated mitigations such as disclosure and client choice.
Client services
Expertise
Fee options
$0+: 1.50% annually (Portfolio Management Services) All Assets+: 1.00% annually (Pension Consulting Services)
Main office
See office4466 S. Staples St., Suite 700
Corpus Christi TX 78412
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
Jmjrg, Inc · Jmjrg, Inc. Dba Strategic Wealth Management Group · Jmjrm, Inc · Jmjrm, Inc Dba Strategic Wealth Management Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
Advisors at this firm
Nathan H
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.
John S
CFP®, ChFC®
Corpus Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
John Seaman is a CFP® and ChFC® with 46 years of experience in the financial services industry. He is currently with JMJRG, Inc. dba Strategic Wealth Management Group and previously worked at OASIS Wealth Advisors, Mutual Advisors, and Woodbury Financial Services. Outside of advisory work, he is a licensed real estate broker and co-partner in a small residential real estate business. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis in managing discretionary portfolios across multiple asset classes.
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