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JS
CFP · ChFC
JS
CFP · ChFC

John Seaman

Jmjrg, INC. DBA Strategic Wealth Management Group
46 Years of Experience
Corpus Christi, TX
1 Disclosure
View SEC Summary
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John Seaman is a CFP, ChFC-designated registered investment advisor at Jmjrg, INC. DBA Strategic Wealth Management Group, based in Corpus Christi, TX, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $14M in assets under management.

Jmjrg, INC. DBA Strategic Wealth Management Group
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
61 clients
Average Client Portfolio
$226K average
Assets Under Management
$13.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending on the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4466 S. Staples St., Suite 700, Corpus Christi, TX, 78412

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is involved with Money Services, Inc. since 1980, providing real estate brokerage, tax, and bookkeeping services, dedicating a few hours per week. He also has a real estate license dba Seaman Financial Services, LLC. since 2020 as a 50% partner, making 1-2 residential property sales per year, also dedicating a few hours per week.

Employment History
Current Registrations
Jmjrg, INC. DBA Strategic Wealth Management Group
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Kapela
July 2020 - March 2024 · 3 yrs 8 mos
Mutual Advisors, LLC
April 2020 - September 2020 · 5 mos
Woodbury Financial Services, INC.
May 2010 - May 2020 · 10 yrs
Woodbury Financial Services, INC.Broker
April 2010 - May 2020 · 10 yrs 1 mo
Primevest Financial Services, INC.Broker
March 2008 - March 2010 · 2 yrs
Primevest Financial Services, INC.
March 2008 - March 2010 · 2 yrs
Lincoln Financial Advisors CorporationBroker
April 1991 - March 2008 · 16 yrs 11 mos
Lincoln Financial Advisors Corporation
April 1991 - March 2008 · 16 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
April 1991 - April 2006 · 15 yrs
Mony Securities CORP.Broker
September 1978 - April 1991 · 12 yrs 7 mos
The Mutual Life Insurance Company of New YorkBroker
September 1978 - October 1990 · 12 yrs 1 mo
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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