Jemma Financial Services

Overview

Jemma Financial Services is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and institutional entities. The firm also operates as a registered representative of a broker‑dealer and reports a related-adviser relationship. Jemma is not positioned as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices