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Jms Capital Group Wealth Services, LLC CRD 281325
$174M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
417 Thorn Street Suite 300, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-02-19 |
Branch Locations
417 Thorn Street Suite 300, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pwa Securities, Inc. | Pittsburgh | PA | 02/2007 | 09/2017 |
| Private Wealth Advisors, Inc. | Pittsburgh | PA | 01/2003 | 06/2017 |
| Jms Capital Group Wealth Services, Llc | Pittsburgh | PA | 08/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-12 |
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