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 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.
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.