JMS Capital Group Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$134,358,844
Clients
415
Advisors
3
of 4 employees
About
JMS Capital Group Wealth Services is an SEC‑registered adviser that provides individualized portfolio management, financial planning and pension consulting for individuals, trusts, estates, charitable organizations and employer retirement plans. In addition to the firm’s core individual and high‑net‑worth base, its disclosures indicate a broader institutional client mix that can include state and municipal entities and various institutional counterparties, and in some instances other advisory and fund‑sponsor relationships and sovereign or quasi‑sovereign investors.
The firm manages accounts on a discretionary or non‑discretionary basis and builds portfolios using fundamental, technical and asset‑allocation analysis across equities, fixed income, mutual funds, ETFs, options and private equity, while offering separately managed account access and wealth accumulation and preservation strategies. JMS also provides written financial planning and pension plan services (including IPS preparation, ongoing monitoring and participant education) and addresses retirement‑plan rollovers and ERISA fiduciary considerations.
JMS discloses several uncommon affiliations and activities for a firm of its size: principals and other personnel are licensed real‑estate brokers through PWA Real Estate (dba JMS Capital Group Real Estate LLC), act as insurance agents for multiple carriers, and the owner serves as managing member/general partner of private investment partnerships that may be recommended to clients. The brochure documents how the firm manages these potential conflicts — including a designated impartial‑conduct officer, disclosure of related‑party investments and that related persons may devote material time to affiliated activities — while retaining policies such as not acting as trustee and not voting client proxies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees typically range from $500 to $5,000 fixed fee
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001+: 0.65% annually
Main office
417 Thorn Street, Suite 300
Sewickley PA 15143
Advisors at this office
3
Most active in
Florida · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Melissa C
Series 63, Series 66
Sewickley, PA
JMS Capital Group Wealth Services, LLC
Melissa Corso is a financial advisor with JMS Capital Group Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at JMS Capital Group since 2015 and previously at PWA Securities, Inc. and Private Wealth Advisors, Inc. from 2010 to 2017. In addition to her advisory role, she is an independent insurance agent. JMS Capital Group Wealth Services LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and government entities. The firm manages approximately $161 million across about 410 client relationships and employs a personalized investment approach combining fundamental, technical, and asset-allocation analysis.
John S
CFP®, Series 63, Series 65
Sewickley, PA
JMS Capital Group Wealth Services, LLC
John Schneider is a Certified Financial Planner® with 33 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He has prior experience with Pwa Securities, Inc. and Private Wealth Advisors, Inc. In addition to his financial advisory work, Schneider owns and operates a real estate brokerage, PWA Real Estate, and is involved in several construction and manufacturing businesses. JMS Capital Group Wealth Services is an SEC-registered adviser providing portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm serves a diverse client base, including high-net-worth and institutional investors, and employs a comprehensive investment approach combining fundamental, technical, and asset-allocation analysis across multiple asset classes.
Scott M
CFP®, Series 66
Sewickley, PA
JMS Capital Group Wealth Services, LLC
Scott Miller is a CFP® with 26 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He previously worked at Pwa Securities, Inc. and Private Wealth Advisors, Inc. His credentials also include the Series 66 designation. JMS Capital Group Wealth Services LLC is a small advisory team managing approximately $161 million across 410 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base, employing a personalized investment approach that integrates fundamental, technical, and asset-allocation analysis.
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