Jemma Financial Services
Jemma Financial Services is an SEC-registered mass-market adviser in Baltimore, MD with $139.8M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Jemma Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284198, SEC 801-126937, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $139.8M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- Baltimore, MD
- Employees
- 5
- Clients
- 324
- CRD
- 284198
- Ownership
- NELSON, SHARI, LINN; Nelson, Brian, Carl; Baird, Stephen, Edward; CHANEY, GREGORY, MARK; NELSON, BRIAN, CARL
How much AUM does Jemma Financial Services have?
Jemma Financial Services reported $139.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Jemma Financial Services?
Disclosed owners and executives of Jemma Financial Services include NELSON, SHARI, LINN, Nelson, Brian, Carl, Baird, Stephen, Edward, CHANEY, GREGORY, MARK, NELSON, BRIAN, CARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.