John Schneider has been President/CEO of JMS Capital Group Wealth Services since July 2015, is a control person of the firm and directly owns under 5% of it. John Schneider holds a Bachelor of Arts in Economics from the University of Pittsburgh.
JMS Capital Group Wealth Services, LLC is a Sewickley, PA firm with $174M under management, 419 clients and 4 advisers in one office, as of its March 2026 filing.
John M. Schneider is Owner & President of JMS Capital Group Wealth Services, based in Sewickley, Pennsylvania. He has over 25 years of experience as a financial advisor and specializes in asset allocation, portfolio management, real estate investing and property management.
John Schneider’s longest registration was 12 years at Pwa Wealth Management (2004–2017). Before joining JMS Capital Group Wealth Services in 2016, John Schneider was registered through Pwa Wealth Management.
- – present · 10 yearsSewickley, PA · Adviser representative · Firm CRD 281325
- Pwa Wealth Management– · 12 yearsPittsburgh, PA · Adviser representative · Firm CRD 126927
Professional designations
Listed by JMS Capital Group Wealth Services
- Certified Financial Planner (CFP)
Investment adviser representative registrations
John Schneider is registered as an investment adviser representative in Pennsylvania, since February 2016.
- PennsylvaniaSince 22 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 October 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 1993 |
| Series 7 | General Securities Representative Examination | 24 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Martin Schneider
- CRD
- 2360548
- Firm
- JMS Capital Group Wealth Services · CRD 281325
- Role
- President/CEO
- Office
- 417 THORN STREET, SUITE 300, Sewickley, PA 15143
- Registration
- Investment adviser registration
- In the industry since
- August 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmscapitalgroup.com
Where does John Schneider work?
John Schneider has been President/CEO of JMS Capital Group Wealth Services, LLC since July 2015, and is a control person of the firm.
Is John Schneider a financial advisor?
Yes. John Schneider has a current investment-adviser registration in Pennsylvania, through JMS Capital Group Wealth Services since February 2016.
How many years of experience does John Schneider have?
John Schneider has 33 years in the financial industry, since August 1993, across 2 adviser firms.
What exams has John Schneider passed?
John Schneider has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in August 1993. FINRA credited John Schneider with the SIE, which began in October 2018.
Where is John Schneider based?
John Schneider’s registered office is in Sewickley, PA.
Is John Schneider registered with FINRA?
No. John Schneider has no current broker registration.
Is John Schneider a CFP?
JMS Capital Group Wealth Services lists John Schneider with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify John Schneider’s record?
Search CRD 2360548 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Schneider’s full registration record.
