Melissa T. Corso

JMS CAPITAL GROUP WEALTH SERVICES

Sewickley, PA 15143

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CRD#: 2981435

Professional summary

Melissa Tsaggaris Corso, who also goes by Melissa Lee Monti, Melissa Lee Monti-tsaggaris, Melissa Lee Tsaggaris, Melissa Monti Tsaggaris, is a registered financial advisor currently at JMS CAPITAL GROUP WEALTH SERVICES, LLC located in Sewickley, Pennsylvania.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Melissa has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Lee Monti | Melissa Lee Monti-Tsaggaris | Melissa Lee Tsaggaris | Melissa Monti Tsaggaris

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.

Independent Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Tsaggaris Corso's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 19, 2016 - Present

JMS CAPITAL GROUP WEALTH SERVICES, LLC

Office #1: 417 Thorn Street Suite 300, Sewickley, PA 15143

RIA

CRD#: 281325

Sewickley, PA

Past

January 28, 2011 - June 8, 2017

PWA WEALTH MANAGEMENT

RIA

CRD#: 126927

PITTSBURGH, PA

Past

May 19, 2010 - September 13, 2017

PWA SECURITIES, INC.

CRD#: 145097

PITTSBURGH, PA

Past

November 16, 2006 - May 14, 2010

BPU INVESTMENT MANAGEMENT INC.

CRD#: 17058

PITTSBURGH, PA

Past

August 2, 2005 - August 21, 2006

HEFREN-TILLOTSON, INC.

CRD#: 53

PITTSBURGH, PA

Past

May 5, 2005 - June 27, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

May 5, 2005 - June 27, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 25, 2005 - April 29, 2005

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

May 12, 2000 - February 26, 2003

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

July 15, 1999 - April 14, 2000

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

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".

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
(2/19/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/14/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/2/2012

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/7/2001

General Securities Principal Examination

Current Firm

JMS CAPITAL GROUP WEALTH SERVICES, LLC

CRD#: 281325 / SEC#: 801-106661

RIA

Registered Investment Advisory firm - (10/2/2015 Approved)

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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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JMS - 2025 ADV PART 2A - 3.18.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	415
AUM (Assets Under Management)	$ 161,341,250

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Melissa T. Corso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Tsaggaris Corso's CRS (Customer Relationship Summary).

Certified licenses

Experience

PWA WEALTH MANAGEMENT

PWA SECURITIES, INC.

BPU INVESTMENT MANAGEMENT INC.

HEFREN-TILLOTSON, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

VESTAX SECURITIES CORPORATION

Primary Firm SEC Registration

JMS CAPITAL GROUP WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2011

Series 63

Date: 7/22/1999

SIE

Date: 9/13/2017

Series 7

Date: 6/30/1999

Series 53

Date: 8/2/2012

Series 24

Date: 12/7/2001

Current Firm

JMS CAPITAL GROUP WEALTH SERVICES, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JMS CAPITAL GROUP WEALTH SERVICES, LLC

TRUST BUT VERIFY

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