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JEMMA INVESTMENT ADVISORS LLC
JEMMA INVESTMENT ADVISORS LLC
JEMMA FINANCIAL SERVICES
BALTIMORE, Maryland
·
6 registered advisors
·
CRD# 284198
SEC# 801-126937
1
(855) 662-2121
01
Firm Overview
AUM
$99M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at JEMMA INVESTMENT ADVISORS LLC
6 registered advisors
Bonnie Bressler Stein
BALTIMORE, Maryland
CRD# 2309775
Brian Carl Nelson
BALTIMORE, Maryland
CRD# 1609723
Gregory Mark Chaney
BALTIMORE, Maryland
CRD# 6662030
Matthew Carl Nelson
BALTIMORE, Maryland
CRD# 7363920
Shari Linn Nelson
BALTIMORE, Maryland
CRD# 6662034
Stephen Edward Baird
BALTIMORE, Maryland
CRD# 5170645
05
Office Locations
BALTIMORE, Maryland
6 advisors
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Data sourced from SEC Form ADV filings. JEMMA INVESTMENT ADVISORS LLC (CRD# 284198) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.