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RIA · CRD 284198SEC-Registered

Updated:

JEMMA Financial Services

JEMMA FINANCIAL SERVICES is an SEC-registered investment adviser in BALTIMORE, MD, registered since 2022. The firm manages $140 million in assets, with $108...

Overview

JEMMA FINANCIAL SERVICES is an SEC-registered investment adviser in BALTIMORE, MD, registered since 2022. The firm manages $140 million in assets, with $108 million on a discretionary basis. It has 5 employees and 5 investment advisers. JEMMA FINANCIAL SERVICES was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-13, it reported 5 employees; 641 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

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