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KD
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Katharine Wilson Dudley
Jemma Financial Services
5 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Jemma Financial Services
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
348 clients
Average Client Portfolio
$419K average
Assets Under Management
$145.9M
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $100K
1.50%
$100K - $1.0M
1.00%
$1M+
1.00%
Fees negotiable over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Financial
September 2019
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Thurston Springer Financial
Broker
August 2022 - Present · 3 yrs 6 mos
Jemma Financial Services
October 2020 - Present · 5 yrs 4 mos
State Registrations
51 states
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.