Jms Capital Group Wealth Services, LLC

Jms Capital Group Wealth Services, LLC (CRD# 281325) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $106,504,000 in 421 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $252,979
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
  • Other
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.

CA, CT, FL, MD, NC, NJ, PA, TX, VA

Financial Advisors at Jms Capital Group Wealth Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dustin B. Widdoss
CRD#: 6371399
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
87
Wealthminder
score

Dustin Widdoss (CRD# 6371399) is an Investment Advisor Representative working at Jms Capital Group Wealth Services, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry.

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