Jemma Financial Services
SEC RegisteredLearn. Invest. Grow. Thrive.
About the firm
Jemma provides customized investment solutions for individuals and their families, as well as employer services for company-sponsored retirement plans. The firm is independently owned and operated.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment solutions for individuals including home buying, retirement savings, and debt paydown goals; employer services for 401(k) plans, SEP-IRAs, and other retirement vehicles. No account minimums.
Who they serve
Individuals and their families, as well as employers seeking company-sponsored retirement plan solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 238 | $41M |
| High Net Worth Individuals | 74 | $69M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $24M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jemma Financial Services has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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