Jemma Financial Services

Jemma Financial Services (CRD# 284198) is a financial advisory firm headquartered in Baltimore, MD. They manage $98,809,790 in 571 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
810 Gleneagles Court, Suite 109, Baltimore, MD 21286
http://www.jemmafinancial.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    571
    ACCOUNTS
  • Average Account Value
    $173,047
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, CT, DE, FL, IL, MD, ME, MI, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Financial Advisors at Jemma Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
William Cevallos, financial advisor Baltimore MD
William H. Cevallos
CRD#: 4961189
810 Gleneagles Court, Suite 109, Baltimore, MD 21286

William Cevallos (CRD# 4961189) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has 1 year of experience in the finance industry.

2
Stephen Baird, financial advisor Baltimore MD
Stephen E. Baird
CRD#: 5170645
810 Gleneagles Court, Suite 109, Baltimore, MD 21286

Stephen Baird (CRD# 5170645) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 17 years of experience in the finance industry.

3
Katharine Dudley, financial advisor Baltimore MD
Katharine W. Dudley
CRD#: 6437889
810 Gleneagles Court, Suite 109, Baltimore, MD 21286

Katharine Dudley (CRD# 6437889) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 3 years of experience in the finance industry.

4
Gay Wagner, financial advisor Baltimore MD
Gay G. Wagner
CRD#: 2368044
810 Gleneagles Court, Suite 109, Baltimore, MD 21286

Gay Wagner (CRD# 2368044) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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