Investment adviser · CRD 281325

JMS CAPITAL GROUP WEALTH SERVICES, LLC

Investment adviser filing (IA)

SEWICKLEY, PA, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $174M
Client accounts: 419
Employees: 4
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	150	$86,304,141	49.6%
Individuals	265	$48,054,703	27.6%
Retirement plans	3	$38,394,195	22.1%
Charities	Fewer than 5	$1,253,784	0.7%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 2079634 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

417 THORN STREET, SUITE 300
SEWICKLEY, PA, 15143, United States

CRD 281325

Filing source

Form ADV 2079634 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.