Jemma Financial Services

Jemma Financial Services (CRD# 284198) is a financial advisory firm headquartered in Baltimore, MD. They manage $69,197,836 in 295 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $234,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MD, NJ

Financial Advisors at Jemma Financial Services
Showing 1 - 6 of 6 top financial advisors.
1
Emily A. Herstein
CRD#: 3082026
810 Gleneagles Court, Suite 109, Baltimore, MD 21286
96
Wealthminder
score

Emily Herstein (CRD# 3082026) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 19 years of experience in the finance industry. Emily Herstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ashlyn M. Hood
CRD#: 4476317
810 Gleneagles Court, Suite 109, Baltimore, MD 21286
93
Wealthminder
score

Ashlyn Hood (CRD# 4476317) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 16 years of experience in the finance industry.

3
Bonnie B. Stein
CRD#: 2309775
810 Gleneagles Court, Suite 109, Baltimore, MD 21286
93
Wealthminder
score

Bonnie Stein (CRD# 2309775) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 25 years of experience in the finance industry.

4
Natalie M. Mang
CRD#: 6864432
810 Gleneagles Court, Suite 109, Baltimore, MD 21286
87
Wealthminder
score

Natalie Mang (CRD# 6864432) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has 1 year of experience in the finance industry.

5
Marianne D. Mattran
CRD#: 4806813
921 E. Fort Avenue, Suite 310, Baltimore, MD 21230
86
Wealthminder
score

Marianne Mattran (CRD# 4806813) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 13 years of experience in the finance industry. Marianne Mattran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Donald A. Mattran
CRD#: 2342760
921 E. Fort Avenue, Suite 310, Baltimore, MD 21230
73
Wealthminder
score

Donald Mattran (CRD# 2342760) is an Investment Advisor Representative working at Jemma Financial Services in Baltimore, MD and has over 24 years of experience in the finance industry.

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