JMJRG, Inc. dba Strategic Wealth Management Group

Strategic Wealth Management Group provides ongoing portfolio management, pension consulting (including serving as a 3(21) or 3(38) investment fiduciary) and complimentary financial planning to individual and high‑net‑worth clients as well as pension and profit‑sharing plans. The firm generally charges asset‑based fees and offers both discretionary and non‑discretionary management aligned to each client’s goals.

The adviser documents client objectives in an Investment Policy Statement and uses a mix of fundamental, technical/charting, cyclical and economic analysis to implement strategic asset allocation, with regular portfolio monitoring and monthly reporting. It lists roughly $13.8 million in discretionary assets under management while reporting substantially larger assets‑under‑advisement tied to its consulting activities.

Noteworthy distinctions disclosed in the brochure include that certain firm personnel are licensed insurance agents (and one also engages in tax preparation and real‑estate activities), and the firm may offer commissionable insurance or annuity products while disclosing those conflicts to clients. The ADV also notes the firm previously had custody of client funds but no longer does so, and it states it does not participate in soft‑dollar arrangements and does not aggregate block trades.