Lending Solutions

*Lending Solutions:

JMS Wealth Services clients have access to a dedicated team of professionals who can provide customized private banking solutions. Through Pershing, a BNY Mellon company, we are able to provide you access to a variety of lending options so that we can help you manage both sides of your balance sheet and better serve your overall financial needs.


Investment Credit Line (ICL)

An ICL is a flexible line-of-credit that provides a convenient source of borrowing for personal or business needs, such as major purchases, unexpected expenses, tax obligations or investment opportunities. Rather than liquidating securities, the ICL potentially eliminates the possibility of capital gains taxes and keeps your long-term investment strategies intact.

Minimum loan amount: $1,000,000


Jumbo Mortgage Solutions

With a variety of innovative loan structures and competitive interest rate pricing, you can now meet your home financing needs and eliminate the need to liquidate investments for a down payment. This solution is available nationwide on primary residences and vacation homes.

Minimum loan amount: $500,000


*Mortgage and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A. member FDIC, and a wholly owned subsidiary of The Bank of New York Mellon Corporation.



 Advisory services offered through JMS Capital Group Wealth Services, LLC, a Registered Investment Advisor. Securities may be offered through PWA Securities, Inc., member FINRA/SIPC.

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