Unclaimed Profile

Stephen Edward Baird

JEMMA INVESTMENT ADVISORS LLC·BALTIMORE, Maryland

JEMMA INVESTMENT ADVISORS LLC

810 GLENEAGLES COURT, BALTIMORE, MD 21286CRD# 5170645Firm CRD# 284198

Profile Verification

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

Identity

Stephen Edward Baird · BALTIMORE, MD

Registration

CRD #5170645 · JEMMA INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Stephen Edward Baird 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

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

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# 5170645

Firm CRD# 284198

View on FINRA BrokerCheck →

Looking for a financial advisor in BALTIMORE?

Browse all registered financial advisors in BALTIMORE, Maryland or claim this profile if it's yours.

Browse BALTIMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Edward Baird offer?

Stephen Edward Baird specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.

What are Stephen Edward Baird's credentials?

Stephen Edward Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Edward Baird located?

Stephen Edward Baird 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 Stephen Edward Baird charge for services?

Stephen Edward Baird'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →