Unclaimed Profile

Shari Linn Nelson

JEMMA INVESTMENT ADVISORS LLC·BALTIMORE, Maryland

JEMMA INVESTMENT ADVISORS LLC

810 GLENEAGLES COURT, BALTIMORE, MD 21286CRD# 6662034Firm CRD# 284198

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shari Linn Nelson · BALTIMORE, MD

Registration

CRD #6662034 · JEMMA INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Shari Linn Nelson is a registered financial advisor based in BALTIMORE, Maryland, affiliated with JEMMA INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JEMMA INVESTMENT ADVISORS LLC

JEMMA FINANCIAL SERVICES

AUM

$99M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JEMMA INVESTMENT ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6662034

Firm CRD# 284198

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shari Linn Nelson offer?

Shari Linn Nelson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.

What are Shari Linn Nelson's credentials?

Shari Linn Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shari Linn Nelson located?

Shari Linn Nelson is based in BALTIMORE, Maryland, working with JEMMA INVESTMENT ADVISORS LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Shari Linn Nelson charge for services?

Shari Linn Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JEMMA INVESTMENT ADVISORS LLC?

JEMMA INVESTMENT ADVISORS LLC has approximately 6 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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