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Financial ADVSR advisor directory · SEC adviser records

Jms Capital Group Wealth Services, LLC financial advisors in Sewickley, PA

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

The short answer

3 registered advisors work at Jms Capital Group Wealth Services, LLC in Sewickley, out of 3 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

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

Every Jms Capital Group Wealth Services, LLC advisor →

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Other firms in Sewickley

All Sewickley advisors →

Morgan Stanley 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 25RBC Capital Markets, LLC 25Bill Few Associates, Inc. 19LPL Financial LLC 19Stratos Wealth Partners, Ltd. 17Fragasso Wealth Advisors 15UBS Financial Services Inc. 11Ameriprise Financial Services, LLC 9Osaic Wealth, Inc. 9Wells Fargo Clearing Services, LLC 9Fifth Third Wealth Advisors LLC 8

Questions

How many financial advisors does Jms Capital Group Wealth Services, LLC have in Sewickley?

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

Is Jms Capital Group Wealth Services, LLC one of the largest advisor employers in Sewickley?

Jms Capital Group Wealth Services, LLC ranks number 20 in Sewickley by registered advisors; Morgan Stanley has the most, with 34.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.