A complete list of active advisors currently associated with JMS Capital Group Wealth Services, LLC

Warmer can help you find a great advisor at JMS Capital Group Wealth Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JMS Capital Group Wealth Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.