JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP of CORPUS CHRISTI, TX is an SEC-registered investment adviser (CRD 309992). Regulatory assets under management: $13.8M.

Registration

• CRD: 309992
• Type: Registered investment adviser
• Location: 4466 S. STAPLES ST., CORPUS CHRISTI, TX, 78412
• Phone: 361-881-4972
• Latest filing: 2026-04-07
• Regulatory AUM: $13.8M
• Discretionary AUM: $13.8M
• Clients: 2
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 309992 on SEC IAPD (source of record)
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