JEMMA INVESTMENT ADVISORS LLC

Legal name: JEMMA FINANCIAL SERVICES

CRD #284198 SEC #801-126937 BALTIMORE, MD (855) 662-2121

SEC Registered

Total AUM

$145.9M

Discretionary

$119.2M

Employees

Clients

251

Accounts

589

Firm Details

Organization Type: Limited Liability Company
State of Formation: Maryland
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
Baird, Stephen, Edward	I	CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, KATHARINE, WILSON	I	SENIOR VICE PRESIDENT	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
NELSON, BRIAN, CARL	I	MEMBER	NA	Control
Nelson, Matthew, Carl	I	GENERAL COUNSEL	NA	Control
Nelson, Matthew, Carl	I	GENERAL COUNSEL	NA	Control
Nelson, Matthew, Carl	I	GENERAL COUNSEL	NA	Control
Nelson, Matthew, Carl	I	GENERAL COUNSEL	NA	Control
Nelson, Matthew, Carl	I	GENERAL COUNSEL	NA	Control
Nelson, Matthew, Carl	I	GENERAL COUNSEL	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
STEIN, BONNIE, BRESSLER	I	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
VICHICH, MEGAN, TURNER	I	SENIOR VICE PRESIDENT	NA
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
NELSON, SHARI, LINN	I	MANAGING MEMBER	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
Nelson, Brian, Carl	I	MANAGING MEMBER/PRESIDENT	E	Control
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
CHANEY, GREGORY, MARK	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A
STEIN, BONNIE, BRESSLER	I	MEMBER	A

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (17)

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

Address

810 GLENEAGLES COURT
SUITE 109
BALTIMORE, MD 21286
United States

Phone: (855) 662-2121