Gay Graham Wagner
Investment adviser representative at Jemma Financial Services
12 yearsExperience
6 statesRegistered in
$139.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Jemma Financial ServicesJun 2022 to now
- Jemma Investment Advisors, LLCOct 2021 to now
- Brown AdvisoryFeb 2014 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 6 states (CO, MD, ME, NJ, PA, TX).
Jemma Financial Services
Legal name: Jemma Investment Advisors LLC
$139.8MAssets managed
324Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2368044
- Firm CRD
- 284198