Jms Capital Group Wealth Services, LLC

JMS Capital Group Wealth Services LLC, established in 2015, is a SEC-registered investment adviser based in Sewickley, PA. The firm offers individual portfolio management services to various clients, including pension plans, individuals, trusts, estates, and charitable organizations. JMS provides continuous advice tailored to each client's investment needs, managing accounts on a discretionary or non-discretionary basis. The firm prioritizes client protection by staying within acceptable risk levels and acts as a fiduciary, obligated to act in clients' best interests. Investment strategies include long-term purchases, short-term purchases, equities, fixed income, options, mutual funds, and private equity. JMS also offers financial planning and pension consulting services, with fees based on the nature and complexity of services provided. The firm does not have a minimum account size requirement and does not engage in principal trading or agency cross transactions. Clients receive detailed account statements and transaction confirmations directly from the custodian, and JMS does not vote proxies on behalf of clients. JMS does not have any soft-dollar arrangements and does not receive soft-dollar benefits. The firm does not require or permit clients to direct brokerage. JMS does not maintain custody of client funds and does not have any financial conditions that may impair its ability to meet contractual obligations.