Nathan M. Hardin

JMJRG DBA STRATEGIC WEALTH MANAGEMENT GROUP

Corp Christi, TX 78411

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CRD#: 6431173

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.

Nathan Michael Hardin is a music director for Rock City Church. He spends time on this outside business activity on Sundays Benefitexcel, LLC; Independent Insurance Agent; Investment related: Yes; 4639 Corona Dr. Suite 26 Corpus Christi, Texas, USA 78412; Duties: Independantly contracted to occasionally write insurance plans for clients as needed.; 2019-09-03; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 20;

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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/28/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
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.

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Nathan M. Hardin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

W&S BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2020

Series 63

Date: 4/20/2015

SIE

Date: 10/1/2018

Series 6

Date: 3/28/2015

Current Firm

JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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