Advisor at JMJRG, Inc. dba Strategic Wealth Management Group
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Firm
JMJRG, Inc. dba Strategic Wealth Management Group
Location
Corp Christi, TX 78411
Credentials
Series 63, Series 65
Industry experience
9 years
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.
Based on JMJRG, Inc. dba Strategic Wealth Management Group
Based on JMJRG, Inc. dba Strategic Wealth Management Group
$0+: 1.50% annually (Portfolio Management Fees) All Assets+: 1.00% annually (Pension Consulting Fees)
Commission-based compensation from licensed insurance products offered by representatives, but not part of advisory fees.
4639 Corona, Ste 26
Corp Christi, TX 78411
Texas
JMJRG, INC DBA Strategic Wealth Management Group
2020 - Present (6 years)
BenefitExcel, LLC
2019 - Present (7 years)
W&S Brokerage Services
2014 - 2019 (5 years)
Western & Southern Life
2014 - 2019 (5 years)
Rock City Church
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
CFP®, Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
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