SE
Stephen Edward Baird
CRD 5170645
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Jemma Investment Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cromwell Investment Advisors, Llc
Chief Operating Officer/Member · 5% – 10% · Mar 2024
-
Jemma Investment Advisors Llc
Chief Compliance Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗