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Scott William Miller

JMS Capital Group Wealth Services, LLC

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About Scott William Miller

Scott Miller is a financial advisor at JMS Capital Group Wealth Services, LLC. Scott has been in the industry since 1999 and has experience providing financial planning and investment advice. Scott is a Certified Financial Planner and is registered with the state of Pennsylvania.

Firm Information

Scott Miller is currently registered with JMS Capital Group Wealth Services, LLC. JMS Capital Group Wealth Services, LLC is a registered investment advisor headquartered in Sewickley, PA. The firm manages approximately $143.8 million in assets for 407 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer financial planning, portfolio management, insurance, estate planning, and other advisory services.
JMS Capital Group Wealth Services, LLC

417 THORN STREET

SEWICKLEY, PA 15143

$143.84M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, estate planning

Insurance, estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Miller’s Registration & Firm History

PA

02/19/2016 - Present

JMS Capital Group Wealth Services, LLC (SEWICKLEY PA)

PA

01/04/2008 - 09/13/2017

PWA SECURITIES, INC. (PITTSBURGH PA)

PA

06/21/1999 - 02/27/2008

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 08/12/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2007

Series 4 - Registered Options Principal Examination

BC

Issued 09/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott William Miller.
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