JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

Overview

Jmjrg, Inc. doing business as Strategic Wealth Management Group operates as an independent, owner-run registered investment adviser organized as a limited liability company. The firm serves individual and family clients as well as some institutional relationships, delivering investment management alongside financial planning and pension consulting for smaller institutions and employers. Compensation is primarily a percentage-of-assets-under-management fee model. Investment behavior tilts toward pooled public funds rather than concentrated, single-stock holdings or direct equity trading. The firm is registered to provide insurance and real estate brokerage activity in addition to advisory services, and those capabilities show up in how it constructs client portfolios — combining mutual funds and annuity strategies with exposure to real estate. The adviser does not position itself as an active ESG investor and is not organized as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices