JMJRG, Inc. dba Strategic Wealth Management Group

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Client assets under management

$12,192,949

Clients

13% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$217,731

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

Financial planning Portfolio management Pension consulting

Expertise

Annuities

Fee options

Percentage

$0+: 1.50% annually (Portfolio Management Services) All Assets+: 1.00% annually (Pension Consulting Services)

Main office location

JMJRG, Inc. dba Strategic Wealth Management Group

4466 S. Staples St., Suite 700

Corpus Christi TX 78412, United States

Number of offices

Most active in

Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

361-881-4972

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.

Annuities

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.

Annuities

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