Gay
Wagner
Jemma Financial Services
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About this Advisor
Gay Wagner is a financial advisor operating in Towson, Maryland with a total of 1 year of relevant experience. Wagner is currently employed by Jemma Financial Services. Throughout their career, they have worked at Brown Advisory, Jemma Investment Advisors, LLC and Northeast Foods. Wagner holds Series 66, Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Maine, Maryland, New Jersey, Pennsylvania, Texas and Washington. Jemma Financial Services is a financial advisory firm headquartered in Towson, MD. The investment advisory business has a total of six financial advisors. It administers $46 million in assets among its 274 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 274 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. Jemma Financial Services provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on the financial services. However, fees charged by Jemma Financial Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jemma Financial Services Brokerage Details
$46,248,290
6
274
$168,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gay Wagner Work History
Gay has been registered as a financial advisor for 1 years.*
Jemma Investment Advisors, LLC
Brown Advisory
Northeast Foods
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gay Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jemma Financial Services
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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