Stephen
Baird
Jemma Financial Services
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About this Advisor
Stephen Baird is a financial advisor based in Towson, Maryland, working with Jemma Financial Services. Stephen has previously held positions at Lord Abbett Distributor LLC, Harborside Sales Group, LLC, Eulav Securities LLC, Quasar Distributors, LLC, Lmm, LLC, Foreside Fund Services, LLC, Jemma Investment Advisors LLC, and Lord, Abbett & Co. LLC. Stephen has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Maryland and Pennsylvania. Currently, Stephen is part of Jemma Financial Services, which operates out of Towson, Maryland. The firm has 1 office and 6 employees. The firm manages assets totaling $98.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Jemma Financial Services includes asset-based fees.
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Services Offered
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Office Location
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Jemma Financial Services Brokerage Details
$98,809,790
6
571
$173,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stephen Baird Work History
Jemma Investment Advisors LLC
Foreside Fund Services, LLC
Harborside Sales Group, LLC
Quasar Distributors, LLC
Lmm, LLC
Eulav Securities LLC
Lord Abbett Distributor LLC
Lord, Abbett & Co. LLC
Disclosures
Please visit the SEC profile of Stephen Baird 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
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