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Jemma Financial Services

Jemma Financial Services. CRD 284198

Jemma Financial Services logo

CRD: 284198

Jemma Financial Services

Baltimore, MD, 21286
8556622121
jemmafinancial.com
$139.8M Total AUM
$108.1M Disc. AUM
43.6% 3Y CAGR
5 Employees
324 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · First Clearing · Wells Fargo
Clients
Retail and Institutional
Platforms
DeltaFrontier eagle +more
Established Date
06-30-2016
Office Locations
2

Office Locations

810 Gleneagles Court Suite 109 Baltimore MD
-- Boothbay ME

About Jemma Financial Services

Jemma Financial Services provides customized investment solutions for individuals and families—helping clients work toward goals like home purchase, retirement, and debt reduction—and supports employers with company-sponsored retirement plans, including 401(k) start/transfer and SEP-IRA options. Portfolios use vehicles such as ETFs and mutual funds, with client access via Charles Schwab. No account minimums required.

Team overview

62 AVG AGE
$28.0M AVG AUM / ADVISOR
$431.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Capital ridge Prime north Glacier oak Vital foundation

Client Personas

Insight

CRM

Foundation harbor

Custodian

Capital wave Legacy Signal pioneer Horizon Quantum value Bridge

Investment Themes

Quantum wave Glacier glacier Focus harbor

Investment Vehicles

Beacon alpha Matrix

Platform

Pathway

Services

Zenith catalyst Vertex Summit vital Horizon Element Wave ember Ridge

Technology

Pioneer wave Optima Focus meridian Pathway alpha

Owner & Executives

B

BRIAN CARL NELSON

Managing Member, President

CRD
#1609723
Ownership
75% or more
(522) 676-4341
frontier.frontier@signalcapital.com
in linkedin.com/in/vital-meridian
K

KATHARINE WILSON DUDLEY

SENIOR VICE PRESIDENT

CRD
#6437889
Ownership
Less than 5%
(829) 799-4202
ridge.element@pioneercapital.com
in linkedin.com/in/matrix-element
R

Ridge oak

North summit bridge

CRD
#81649
Ownership
27.3%
(469) 585-3053
bridge.bridge@wavecapital.com
in linkedin.com/in/bridge-focus

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Contacts

STEPHEN EDWARD BAIRD

STEPHEN EDWARD BAIRD

CHIEF OPERATING OFFICER, Senior Vice President

CRD
#5170645
(622) 378-5842
momentum.glacier@signalcapital.com
in linkedin.com/in/fusion-timber
W

WILLIAM HUGO CEVALLOS

Investment Advisor

CRD
#4961189
(219) 952-1141
oak.foundation@crestcapital.com
in linkedin.com/in/momentum-eagle
T

Timber beacon

Legacy summit signal

CRD
#59661
(311) 679-2718
quantum.summit@radialcapital.com
in linkedin.com/in/vital-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-20-2022
11-15-2023
03-25-2024
03-26-2025
04-08-2026
Category Assets AVG. Account size
Discretionary $108,090,596 $176,330
Non-Discretionary $31,741,623 $1,133,629
Total $139,832,219 $218,147

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Separately Managed Accounts

Total SMA Asset: $139,832,219

$139.8M Total SMA
Equity - Exchange:
45.0%
Public Funds:
22.2%
Cash:
15.5%
Municipal Bonds:
17.3%
Asset class Assets Assets %
Equity - Exchange $3,995,606,897 45.0%
Public Funds $1,971,166,069 22.2%
Cash $1,376,264,598 15.5%
Municipal Bonds $1,536,088,873 17.3%
Total $8,879,126,437 100.0%

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