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Scott Miller, portrait

Scott Miller

Investment adviser representative at JMS Capital Group Wealth Services in Sewickley, PA

Investment adviser registrationUpdated

Scott Miller is an investment adviser representative at JMS Capital Group Wealth Services, LLC, an investment adviser managing $174M, and works from its Sewickley, PA office. Scott Miller has been registered through JMS Capital Group Wealth Services since 19 February 2016, has 27 years in the industry across 2 firms and has passed the Series 7, Series 66 and Series 4.

27
Years in industry
10
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Scott Miller has been an investment adviser representative at JMS Capital Group Wealth Services since February 2016, and is not listed among the firm’s executive officers or direct owners. Scott Miller holds a Bachelor of Science in Business Administration from Penn State University.

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.

Scott W. Miller is Executive Vice President, Financial Advisor of JMS Capital Group Wealth Services, based in Sewickley, Pennsylvania. He has over 20 years of experience as a financial advisor, working with clients on wealth management, insurance planning, asset allocation, estate planning and tax planning.

Scott Miller’s longest registration was 13 years at Pwa Wealth Management (2004–2017). Before joining JMS Capital Group Wealth Services in 2016, Scott Miller was registered through Pwa Wealth Management.

  1. – present · 10 years
    Sewickley, PA · Adviser representative · Firm CRD 281325
  2. Pwa Wealth Management
    – · 13 years
    Pittsburgh, PA · Adviser representative · Firm CRD 126927

Credentials and registrations

Professional designations

Listed by JMS Capital Group Wealth Services

  • Certified Financial Planner (CFP)

Investment adviser representative registrations

Scott Miller is registered as an investment adviser representative in Pennsylvania, since February 2016.

  • PennsylvaniaSince 19 February 2016

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 43 August 2007
Name
Registered Options Principal Examination
Series 6612 August 1999
Name
Uniform Combined State Law Examination
Series 719 June 1999
Name
General Securities Representative Examination

Key facts

Full name
Scott William Miller
CRD
3101109
Office
417 THORN STREET, SUITE 300, Sewickley, PA 15143
Registration
Investment adviser registration
In the industry since
June 1999
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Scott Miller work?

Scott Miller is an investment adviser representative registered through JMS Capital Group Wealth Services, LLC since February 2016, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Scott Miller a financial advisor?

Yes. Scott Miller has a current investment-adviser registration in Pennsylvania, through JMS Capital Group Wealth Services since February 2016.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Scott Miller have?

Scott Miller has 27 years in the financial industry, since June 1999, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Scott Miller passed?

Scott Miller has passed 3 licensing exams: the Series 7, Series 66 and Series 4. The earliest, the Series 7, was passed in June 1999. FINRA credited Scott Miller with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Scott Miller based?

Scott Miller’s registered office is in Sewickley, PA.

Source: IAPD individual record, checked 22 October 2026

Is Scott Miller registered with FINRA?

No. Scott Miller has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Scott Miller a CFP?

JMS Capital Group Wealth Services lists Scott Miller with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.

Source: Scott W. Miller biography, jmscapitalgroup.com

How can I verify Scott Miller’s record?

Search CRD 3101109 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Miller’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at JMS Capital Group Wealth Services

Sources

  1. IAPD individual record, CRD 3101109, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of JMS Capital Group Wealth Services, LLC, filed 27 March 2026. Executive officers and direct owners; this person is not among them.
  3. JMS Capital Group Wealth Services team page. Biography, education, credentials, awards and the portrait, reproduced for identification.