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 $160,573,053 in 440 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $364,939
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
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.

FL, PA, TX

Financial Advisors at Jms Capital Group Wealth Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 23 years of experience in the finance industry.

2
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 23 years of experience in the finance industry. Scott Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 28 years of experience in the finance industry. John Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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