John M. Schneider
JMS CAPITAL GROUP WEALTH SERVICES
Sewickley, PA 15143
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CRD#: 2360548
Professional summary
John Martin Schneider, CFP®, who also goes by Mike Schneider, is a registered financial advisor currently at JMS CAPITAL GROUP WEALTH SERVICES, LLC located in Sewickley, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Schneider
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JMS CAPITAL GROUP, LLC - INVESTMENT RELATED - 417 Thorn Street, #300 | Sewickley, PA 15143 - HOLDING COMPANY THAT IS THE SOLE OWNER OF JMS CAPITAL GROUP WEALTH SERVICES, LLC WHICH IS AN SEC REGISTERED INVESTMENT ADVISER - OWNER - START DATE 10/2/2015: 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER/PRESIDENT. PWA REAL ESTATE, LLC - NOT INVESTMENT RELATED - 417 Thorn Street, #300 | Sewickley, PA 15143 - REAL ESTATE BROKERAGE - OWNER - START DATE: 12/15/2007 - 20 HOURS/MONTH, 20 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER/PRESIDENT. MSS PITTSBURGH PARTNERSHIP - NOT INVESTMENT RELATED - 417 Thorn Street, #300 | Sewickley, PA 15143 - PROPERTY OWNERSHIP - OWNER - START DATE: 1/31/2007 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. KGG INVESTMENTS, INC. - NOT INVESTMENT RELATED - 417 Thorn Street, #300 | Sewickley, PA 15143 - PROPERTY OWNERSHIP - OWNER - START DATE: 9/20/2007 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. DHARMA GROUP INVESTMENT LLC. - NOT INVESTMENT RELATED, OWNER - START DATE: 11/2018 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. PWA REAL ESTATE DEVELOPMENT - 417 Thorn Street, #300 | Sewickley, PA 15143 - START DATE: 03/2018 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. SCHNEIDER DEVELOPMENT - 417 Thorn Street, #300 | Sewickley, PA 15143 - START DATE: 03/2018 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. JMS STAFFING - 417 Thorn Street, #300 | Sewickley, PA 15143 - START DATE: 09/2016 - 0 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. PWA CONSTRUCTION CO. DBA JMS DEVELOPMENT - NOT INVESTMENT RELATED - 417 Thorn Street, #300 | Sewickley, PA 15143 - CONSTRUCTION COMPANY - OWNER - START DATE: 4/24/2014 - 5 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. JMS MANUFACTURING DBA RIDGWAY POWDERED METALS, INC.- NOT INVESTMENT RELATED - 6931 Ridgway-St. Marys Road, Ridgway, PA 15853 - START DATE: 02/2022 - 5 HOURS/MONTH, 0 HOURS DURING BUSINESS/TRADING HOURS - DUTIES: OWNER. THE FOLLOWING ARE INVESTMENT RELATED REAL ESTATE PARTNERSHIPS - ALL LOCATED AT THE SAME ADDRESS: 417 Thorn Street, #300 | Sewickley, PA 15143 - FOR EACH PARTNERSHIP: 1 HOUR/MONTH, 1 HOUR DURING BUSINESS/TRADING HOURS - TITLE/DUTIES: GENERAL PARTNER PRIVATE WEALTH ADVISORS REAL ESTATE PARTNERSHIP III, LLC - START DATE: 04/18/2008 PWA KC, INC. - START DATE: 09/17/2010 PWA CAMBRIDGE, INC. - START DATE: 3/4/2011 PWA GNCC, INC. - START DATE: 9/23/2011 PWA CEP, INC. - START DATE: 1/18/2012 PWA PHCC, INC. - START DATE: 7/13/2012 PWA FBC, LLC - START DATE: 1/24/2013 PWA RIVERVIEW, LLC - START DATE: 9/13/2013 PWA SBA, INC. - START DATE: 5/30/2014 PWA SD, INC. - START DATE: 5/30/2014 PWA 300 EAST LOMBARD GP, INC. - START DATE: 2/2/2015 ONE THORN STREET LLC - START DATE: START DATE: 08/17/2017. INDEPENDENT INSURANCE AGENT
CRS (Client Relationship Summary) - RIA
Click below to view John Martin Schneider's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
February 22, 2016 - Present
JMS CAPITAL GROUP WEALTH SERVICES, LLC
Office #1: 417 Thorn Street Suite 300, Sewickley, PA 15143RIA
CRD#: 281325
Sewickley, PA
Past
January 4, 2008 - September 25, 2017
PWA SECURITIES, INC.
BD
CRD#: 145097
PITTSBURGH, PA
Past
March 19, 2004 - January 18, 2017
PWA WEALTH MANAGEMENT
RIA
CRD#: 126927
PITTSBURGH, PA
Past
September 4, 1997 - February 27, 2008
BILL FEW SECURITIES, INC.
BD
CRD#: 41917
PITTSBURGH, PA
Past
August 25, 1993 - September 3, 1997
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JC
JMS CAPITAL GROUP WEALTH SERVICES, LLC
JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD#: 281325 / SEC#: 801-106661
RIA
Registered Investment Advisory firm - (10/2/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(2/22/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
JC
JMS CAPITAL GROUP WEALTH SERVICES, LLC
JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD#: 281325 / SEC#: 801-106661
RIA
Registered Investment Advisory firm - (10/2/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
417 Thorn Street Suite 300, Sewickley, PA 15143
Mailing Address
Phone number
(412) 415-1177
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 415 |
| AUM (Assets Under Management) | $ 161,341,250 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
