JMS Capital Group Wealth Services, LLC logo

JMS Capital Group Wealth Services, LLC

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Client assets under management

$134,358,844

Clients

415

36% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

138

Very High

Average account size

$323,756

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

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Insurance, estate planning

Expertise

Options & derivatives strategies Private / alternative investments Retirement income strategy Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fees typically range from $500 to $5,000 fixed fee

Percentage

$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 location

JMS Capital Group Wealth Services, LLC

417 Thorn Street, Suite 300

Sewickley PA 15143, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Options & derivatives strategies Private / alternative investments Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

John S

CFP®, Series 63, Series 65

Sewickley, PA

JMS Capital Group Wealth Services, LLC

John Schneider is a CFP® professional at JMS Capital Group Wealth Services, LLC with 32 years of industry experience. He has been with JMS Capital Group since 2015 and has prior experience at Pwa Securities, Inc. and Private Wealth Advisors, Inc. Outside of advisory services, Schneider is involved in several real estate and construction businesses, including ownership of Pwa Real Estate, LLC and related development and manufacturing companies. JMS Capital Group Wealth Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base that includes individuals, trusts, estates, charitable organizations, pension plans, and government entities. The firm develops personalized investment strategies using a combination of fundamental, technical, and asset-allocation analysis and manages approximately $161 million across about 410 client relationships.

Options & derivatives strategies Private / alternative investments Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

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.

Options & derivatives strategies Private / alternative investments Retirement income strategy Wealth management Founder/Business Owner Retired
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