JEMMA FINANCIAL SERVICES

Overview

Jemma Financial Services is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm operates on a percentage-of-AUM fee model and serves both individual & family clients and institutional or business clients. Its advisory offering centers on financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutions. The firm also operates as a registered representative of a broker‑dealer and maintains at least one related adviser relationship, indicating affiliation(s) that broaden its service or product access. Investment activity is tilted toward public equities: exchange‑traded listings represent the largest share of managed assets. Jemma Financial Services appears to run fee‑based portfolios with a meaningful discretionary component while retaining non‑discretionary mandates for certain clients or account types. The firm does not identify as an active ESG investor, and it does not operate as a capital allocator — instead it relies on third‑party managers for its alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices