Strategic Wealth Management Group, LLC

Strategic Wealth Management Group, LLC (CRD# 116285) is a financial advisory firm headquartered in Flowood, MS. They manage $5,243,422 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $275,970
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, TN

Financial Advisors at Strategic Wealth Management Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dennis K. White
CRD#: 2028836
200 East Capitol Street, Suite 1400, Jackson, MS 39201
93
Wealthminder
score

Dennis White (CRD# 2028836) is an Investment Advisor Representative working at Strategic Wealth Management Group, LLC in Jackson, MS and has over 26 years of experience in the finance industry.

2
Jason R. Witcher
CRD#: 5825757
101 Highpointe Court, Suite C, Brandon, MS 39042
93
Wealthminder
score

Jason Witcher (CRD# 5825757) is an Investment Advisor Representative working at Strategic Wealth Management Group, LLC in Brandon, MS and has over 6 years of experience in the finance industry.

3
Jason B. Clark
CRD#: 6143813
2506 Lakeland Drive, Suite 608, Flowood, MS 39232
87
Wealthminder
score

Jason Clark (CRD# 6143813) is an Investment Advisor Representative working at Strategic Wealth Management Group, LLC in Flowood, MS and has 1 year of experience in the finance industry.

4
Jackson W. Palmer
CRD#: 2850120
200 East Capitol Street, Suite 1400, Jackson, MS 39201
83
Wealthminder
score

Jackson Palmer (CRD# 2850120) is an Investment Advisor Representative working at Strategic Wealth Management Group, LLC in Jackson, MS and has over 19 years of experience in the finance industry.

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