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John Seaman

Advisor at JMJRG, Inc. dba Strategic Wealth Management Group

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Firm

JMJRG, Inc. dba Strategic Wealth Management Group

Location

Corpus Christi, TX 78412

Credentials

CFP®, ChFC®

Industry experience

46 years

About

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.

Client services

Based on JMJRG, Inc. dba Strategic Wealth Management Group

Financial planning Portfolio management Pension consulting

Expertise

Based on JMJRG, Inc. dba Strategic Wealth Management Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Fee options

Percentage

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

Commissions

Commission-based compensation from licensed insurance products offered by representatives, but not part of advisory fees.

Location

4466 S. Staples St., Suite 700

Corpus Christi, TX 78412

Most active in

Texas

Work history

OASIS Wealth Advisors, LLC

2020 - Present (6 years)

Mutual Advisors, LLC.

2020 - 2020 (1 year)

Woodbury Financial Services

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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