Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Jms Capital Group Wealth Services, LLC financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Jms Capital Group Wealth Services, LLC office in Pennsylvania, by city and A to Z.

The short answer

3 registered advisors work at Jms Capital Group Wealth Services, LLC in Pennsylvania, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Sewickley (3). 2 list the CFP designation and 0 are also registered broker representatives.

Jms Capital Group Wealth Services, LLC advisors by city in Pennsylvania

Every firm in Pennsylvania →

Sewickley 3

Jms Capital Group Wealth Services, LLC advisors in Pennsylvania, A to Z

Search by name →

Jms Capital Group Wealth Services, LLC advisors in every state →Jms Capital Group Wealth Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Jms Capital Group Wealth Services, LLC financial advisors are in Pennsylvania?

3 investment adviser representatives are registered at Jms Capital Group Wealth Services, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Pennsylvania does Jms Capital Group Wealth Services, LLC have the most advisors?

Sewickley, with 3. Jms Capital Group Wealth Services, LLC has advisors in 1 city in Pennsylvania.

How do I check a Jms Capital Group Wealth Services, LLC advisor in Pennsylvania?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jms Capital Group Wealth Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.