William Cevallos has been an investment adviser representative at Jemma Investment Advisors since January 2019, and is not listed among the firm’s executive officers or direct owners.
Jemma Investment Advisors LLC is a Baltimore, MD firm with $140M under management, 324 clients and 5 advisers across 3 offices, as of its July 2026 filing.
William Cevallos is Wealth Investment Advisor of Jemma Financial. He has more than 30 years of investment experience and works with individuals and their families to execute their wealth strategies and manage their investments. Before joining Jemma, he held executive positions in the Investment and Wealth Management areas of PNC Bank.
- Jemma Financial ServicesCurrent– present · 7 yearsBoothbay, ME · Adviser representative · Firm CRD 284198
Professional designations
Listed by Jemma Investment Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
William Cevallos is registered as an investment adviser representative in 2 states. The first approvals date from January 2019; the most recent is Pennsylvania, in January 2022.
- MarylandSince 3 January 2019
- PennsylvaniaSince 27 January 2022
Examinations
No examinations are on William Cevallos’s record.
- Full name
- William Hugo Cevallos
- CRD
- 4961189
- Firm
- Jemma Investment Advisors · CRD 284198
- Office
- Boothbay, ME
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jemmafinancial.com
Where does William Cevallos work?
William Cevallos is an investment adviser representative registered through Jemma Investment Advisors LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is William Cevallos a financial advisor?
Yes. William Cevallos has a current investment-adviser registration in Maryland and Pennsylvania, through Jemma Investment Advisors since January 2019.
How many years of experience does William Cevallos have?
William Cevallos has 7 years in the financial industry, since January 2019, across 1 adviser firm.
Where is William Cevallos based?
William Cevallos’ registered office is in Boothbay, ME.
Is William Cevallos registered with FINRA?
No. William Cevallos has no current broker registration.
Is William Cevallos a CFA charterholder?
Jemma Investment Advisors lists William Cevallos with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: WILLIAM H. CEVALLOS, CFA biography, jemmafinancial.com
How can I verify William Cevallos’ record?
Search CRD 4961189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Cevallos’ full registration record.
