A complete list of active advisors currently associated with JMJRG, Inc. dba Strategic Wealth Management Group

Warmer can help you find a great advisor at JMJRG, Inc. dba Strategic Wealth Management Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at JMJRG, Inc. dba Strategic Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse JMJRG, Inc. dba Strategic Wealth Management Group's office locations.

Name	Location	Years of experience
Nathan Hardin	Corp Christi, TX	10
John Seaman	Corpus Christi, TX	46

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