A complete list of active advisors currently associated with Jemma Financial Services
Warmer can help you find a great advisor at Jemma Financial Services or one who fits your needs even better.
Jemma Financial Services is an SEC‑registered, five‑advisor team that manages roughly $140 million for about 312 clients, serving individuals (both non‑high‑net‑worth and high‑net‑worth), as well as pension plans, charities, corporations, and government entities. Its client work centers on ongoing portfolio management with integrated financial planning (financial planning is incorporated into portfolio services, often using MoneyGuidePro) rather than offering stand‑alone planning engagements. The firm implements five model portfolios ranging from conservative to aggressive, built primarily with ETFs and mutual funds, and generally manages client accounts on a discretionary basis with periodic rebalancing and investment‑committee oversight. Investment decisions are informed by quantitative screens (peer performance, alpha, risk‑adjusted returns, expense ratios, manager tenure), manager due diligence, and third‑party research, and portfolios are tailored to clients’ objectives and any reasonable restrictions they impose. Two features that distinguish Jemma from many peers are its personnel’s broker‑dealer registrations and an affiliation with another registered investment adviser that sponsors registered investment companies; the brochure discloses these relationships, the potential for additional compensation in non‑advisory contexts, and steps the firm takes to address conflicts (including excluding advisory fees on assets invested in the affiliated funds). The firm also typically requires custody at specific broker‑dealers (Charles Schwab or Wells Fargo First Clearing) and notes it may receive certain custodial services and benefits, which it says are monitored through its compliance program.
To learn more about the advisors currently working at Jemma Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baltimore, MD
| 18
| |
Baltimore, MD
| 7
| |
Baltimore, MD
| 5
| |
Baltimore, MD
| 31
| |
Baltimore, MD
| 10
|
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