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Nathan M. Hardin

JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
Corp Christi, TX 78411
Some features on this profile are disabled
CRD#: 6431173
NH

Professional summary


Nathan Michael Hardin, who also goes by Nathan M Hardin, is a registered financial advisor currently at JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP located in Corp Christi, Texas.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nathan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nathan M Hardin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nathan Michael Hardin's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 2, 2020 - Present

JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

Office #1: 4639 Corona Ste 26, Corp Christi, TX 78411
RIA
CRD#: 309992
Corp Christi, TX
Past

March 28, 2015 - September 12, 2019

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
Corpus Christi, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/2/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/16/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JD
JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP
JMJRG, INC | JMJRM, INC DBA STRATEGIC WEALTH MANAGEMENT GROUP | JMJRM, INC | JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

CRD#: 309992 / SEC#:

Texas
Registered Investment Advisory firm - (10/2/2020 Approved)
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Contact information


Main Address
4639 Corona 26, Corpus Christi, TX 78411
Mailing Address
Phone number
(361) 881-4972
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts98
AUM (Assets Under Management)$ 9,850,480

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

CRD#: 309992Corp Christi, TX 78411

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