John Seaman
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 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 26, Corpus Christi, TX, 78411
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other 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
Previous Registrations
Kapela
Mutual Advisors, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
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.