John Schneider
John Schneider is a CFP-designated registered investment advisor at Jms Capital Group Wealth Services, LLC, based in Sewickley, PA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 415 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.65% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
417 Thorn Street, Suite 300, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2017Customer Dispute
June 2017Customer Dispute
July 2016Customer Dispute
June 2016Customer Dispute
July 2012Regulatory
December 2007Other Business ActivitiesSells Insurance
John owns JMS Capital Group, LLC, a holding company and SEC registered investment advisor, and PWA Real Estate, LLC, a real estate brokerage, dedicating about 10-20% of his time to the latter. He also owns numerous other real estate and business entities, and is an independent insurance agent.
Employment History
Current Registrations
Jms Capital Group Wealth Services, LLC
Previous Registrations
Pwa Securities, INC.Broker
Pwa Wealth Management
Bill Few Securities, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.