Jms Capital Group Wealth Services, LLC

Jms Capital Group Wealth Services, LLC (CRD# 281325) is a financial advisory firm headquartered in Sewickley, PA. They manage $143,844,876 in 407 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
417 Thorn Street, Suite 300, Sewickley, PA 15143
http://www.jmscapitalgroup.com
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $353,427
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Jms Capital Group Wealth Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Melissa Corso, financial advisor Sewickley PA
Melissa T. Corso
CRD#: 2981435
417 Thorn Street, Suite 300, Sewickley, PA 15143

Melissa Corso (CRD# 2981435) is an Investment Advisor Representative working at Jms Capital Group Wealth Services, LLC in Sewickley, PA and has over 24 years of experience in the finance industry.

2
Scott Miller, financial advisor Sewickley PA
Scott W. Miller
CRD#: 3101109
417 Thorn Street, Suite 300, Sewickley, PA 15143

Scott Miller (CRD# 3101109) is an Investment Advisor Representative working at Jms Capital Group Wealth Services, LLC in Sewickley, PA and has over 24 years of experience in the finance industry.

3
John Schneider, financial advisor Sewickley PA
John M. Schneider
CRD#: 2360548
417 Thorn Street, Suite 300, Sewickley, PA 15143

John Schneider (CRD# 2360548) is an Investment Advisor Representative working at Jms Capital Group Wealth Services, LLC in Sewickley, PA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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