Melissa Tsaggaris Corso
Investment adviser representative at JMS Capital Group Wealth Services, LLC
16 yearsExperience
1 stateRegistered in
$174MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- JMS Capital Group Wealth Services, LLCAug 2015 to now
- Pwa Securities, Inc.May 2010 to Sep 2017
- Private Wealth Advisors, Inc.May 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
JMS Capital Group Wealth Services, LLC
$174MAssets managed
419Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2981435
- Firm CRD
- 281325