Emily Herstein, financial advisor Baltimore MD
96 score

Emily Herstein

CRD Number: 3082026
Current Firm: Jemma Financial Services

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.

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Professional Designations
Company Name Location Dates Years
Jemma Investment Advisors Llc Dba Jemma Financial Services Baltimore, MD Feb 2017 - Current 1
Suntrust Advisory Services Atlanta, GA Sep 2016 - Feb 2017 < 1
Suntrust Investment Services, Inc. Atlanta, GA May 2014 - Feb 2017 2
M&t Securities, Inc. Buffalo, NY May 2003 - May 2014 11
Allfirst Bank Baltimore, MD Jun 2000 - May 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Emily A. Herstein
Phone Number: (443) 652-4201
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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