DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Allen Seaman
Jmjrg, Inc. Dba Strategic Wealth Management Groupstate registeredCorpus Christi, TxIA-onlyIAPD 857600
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
1 y
since May 23, 2025
In the industry
35 y
since Apr 4, 1991 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Jmjrg, Inc. Dba Strategic Wealth Management Group state registered currentsince May 23, 2025 · Corpus Christi, Tx
- Kapela state registeredJul 30, 2020 to Mar 18, 2024 · Corpus Christi, Tx
- Mutual Advisors, LLC BD affiliatedApr 30, 2020 to Sep 2, 2020 · San Antonio, Tx
- Woodbury Financial Services, Inc. formerMay 26, 2010 to May 4, 2020 · Corpus Christi, Tx
- Cetera Investment Services LLC formerMar 13, 2008 to Mar 10, 2010 · Corpus Christi, Tx
- Osaic Fa, Inc. formerApr 4, 1991 to Mar 17, 2008 · Corpus Christi, Tx
Moves
a registration end followed by a registration begin elsewhere
- Kapela to Jmjrg, Inc. Dba Strategic Wealth Management Groupleft Mar 18, 2024, registered May 23, 2025 (431 days) · Other
- Mutual Advisors, LLC to Kapelaleft Sep 2, 2020, registered Jul 30, 2020 (-34 days) · Affiliated broker-dealer or bank to a state-registered adviser · moved with a team
- Woodbury Financial Services, Inc. to Mutual Advisors, LLCleft May 4, 2020, registered Apr 30, 2020 (-4 days) · Affiliated broker-dealer or bank to another
- Cetera Investment Services LLC to Woodbury Financial Services, Inc.left Mar 10, 2010, registered May 26, 2010 (77 days) · Other
- Osaic Fa, Inc. to Cetera Investment Services LLCleft Mar 17, 2008, registered Mar 13, 2008 (-4 days) · Other
Signals
- John Allen Seaman left Kapela for Jmjrg, Inc. Dba Strategic Wealth Management Group (registered 2025-05-23)Mar 18, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address