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JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
JMJRG, INC
CRD 309992
4466 S. STAPLES ST., SUITE 700, CORPUS CHRISTI, TX, 78412, United States
Phone
361-881-4972
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.8M
Discretionary AUM
$13.8M
Team
2 total employees; 2 advisory reps; 51 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $6.2M |
| High net worth individuals | 7 | $6.0M |
| Pension/profit sharing plans | 5 | $1.6M |
Official SEC filing: View on IAPD