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John Martin Schneider

JMS CAPITAL GROUP WEALTH SERVICES, LLC·SEWICKLEY, Pennsylvania
Unclaimed Profile
417 THORN STREET, SEWICKLEY, PA 15143CRD# 2360548Firm CRD# 281325
01

About

John Martin Schneider is a registered financial advisor based in SEWICKLEY, Pennsylvania, affiliated with JMS CAPITAL GROUP WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JMS CAPITAL GROUP WEALTH SERVICES, LLC
JMS CAPITAL GROUP WEALTH SERVICES, LLC
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JMS CAPITAL GROUP WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2360548
Firm CRD# 281325
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Martin Schneider offer?
John Martin Schneider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.
What are John Martin Schneider's credentials?
John Martin Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Martin Schneider located?
John Martin Schneider is based in SEWICKLEY, Pennsylvania, working with JMS CAPITAL GROUP WEALTH SERVICES, LLC. Their office serves clients in the SEWICKLEY metropolitan area and surrounding communities.
How does John Martin Schneider charge for services?
John Martin Schneider's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JMS CAPITAL GROUP WEALTH SERVICES, LLC?
JMS CAPITAL GROUP WEALTH SERVICES, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SEWICKLEY
Melissa Tsaggaris Corso — JMS CAPITAL GROUP WEALTH SERVICES, LLCRoger William Roble — ROBLE, BELKO AND COMPANY, INC.William Thomas Belko — ROBLE, BELKO AND COMPANY, INC.Colleen Elizabeth Doughty — ROBLE, BELKO AND COMPANY, INC.Gregory James Simpson — ROOTSTOCK INVESTMENT MANAGEMENT, LLC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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