Jemma Financial Services

RIASEC Registered

Total AUM

$140M

Discretionary

$108M

77% of AUM

Avg account

$218K

Accounts

641

Employees

Advisory reps

Firm details

Headquarters: Baltimore, Maryland
CRD number: 284198
Registered since: December 5, 2022
Website: jemmafinancial.com
Fee structure: Percentage of AUM
Client types: HNWI49.64%
Individuals29.32%
Pension & Profit Sharing Plans17.14%
Corporations / Businesses3.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jemma Financial Services is an independent registered investment adviser that registered with the SEC in 2022. The firm operates as a limited liability company and maintains ties to a broker‑dealer through one or more registered representative relationships. Its client base includes both individual and family clients as well as institutional accounts. Service offerings emphasize fee‑based wealth management and financial planning, with portfolio management for individuals, small businesses, and institutional clients. The firm charges fees as a percentage of assets under management and reports a related adviser in its corporate structure. Jemma does not identify as an active ESG investor.