Unclaimed Profile

John Martin Schneider

JMS CAPITAL GROUP WEALTH SERVICES, LLC·SEWICKLEY, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65CFP22 years registeredJMS CAPITAL GROUP WEALTH SERVICES, LLC

417 THORN STREET, SEWICKLEY, PA 15143CRD# 2360548Firm CRD# 281325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Martin Schneider · SEWICKLEY, PA

Registration

CRD #2360548 · JMS CAPITAL GROUP WEALTH SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

JMS CAPITAL GROUP WEALTH SERVICES, LLC

Feb 2016 – present

PWA WEALTH MANAGEMENT

Mar 2004 – Jan 2017

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 19, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2017Customer Dispute·Closed-No Action

2017Customer Dispute·Settled

2016Customer Dispute·Settled

2012Customer Dispute·Closed-No Action

2007Regulatory·Final

6 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JMS CAPITAL GROUP WEALTH SERVICES, LLC

CRD 281325 · SEC 801-106661

AUM

$144M

Regulatory assets under management

Employees

407 client accounts

Services offered by JMS CAPITAL GROUP WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JMS CAPITAL GROUP WEALTH SERVICES, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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