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JEMMA FINANCIAL SERVICES

BALTIMORE, MD · CRD 284198 · IAPD ↗ · jemmafinancial.com · (855) 662-2121

$139.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
17States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — JEMMA FINANCIAL SERVICES notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — JEMMA FINANCIAL SERVICES added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — JEMMA FINANCIAL SERVICES reported RAUM up 48% ($98.8M -> $145.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — JEMMA FINANCIAL SERVICES reported RAUM up 114% ($46.2M -> $98.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.