Scott W. Miller

JMS CAPITAL GROUP WEALTH SERVICES

Sewickley, PA 15143

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CRD#: 3101109

Professional summary

Scott William Miller, CFP® is a registered financial advisor currently at JMS CAPITAL GROUP WEALTH SERVICES, LLC located in Sewickley, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scott has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott William Miller'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®

CFP^®

Certified Financial Planner

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 4, 2008 - September 13, 2017

PWA SECURITIES, INC.

CRD#: 145097

PITTSBURGH, PA

Past

March 19, 2004 - June 8, 2017

PWA WEALTH MANAGEMENT

RIA

CRD#: 126927

PITTSBURGH, PA

Past

June 21, 1999 - February 27, 2008

BILL FEW SECURITIES, INC.

CRD#: 41917

PITTSBURGH, PA

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: 8/12/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/3/2007

Registered Options 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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Firm Stability Insights

Scott W. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott William Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

PWA SECURITIES, INC.

PWA WEALTH MANAGEMENT

BILL FEW SECURITIES, INC.

Primary Firm SEC Registration

JMS CAPITAL GROUP WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/1999

SIE

Date: 9/13/2017

Series 7

Date: 6/19/1999

Series 4

Date: 8/3/2007

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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