Nathan Hardin
Nathan Hardin is a registered investment advisor at Jmjrg, INC. DBA Strategic Wealth Management Group, based in Corp Christi, TX, with 9 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 71 clients with $9.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
4639 Corona, Ste 26, Corp Christi, TX, 78411
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is a music director for Rock City Church and an independent insurance agent with Benefitexcel, LLC since 2019. He occasionally writes insurance plans for clients, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Jmjrg, INC. DBA Strategic Wealth Management Group
Previous Registrations
W&s Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.