Jemstep, Inc. (Los Altos)
Jemstep, Inc. is an internet adviser based in Los Altos. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Georgia, and Texas.
Jemstep provides technology platform for advisors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
What kind of clients Byron Ferguson serves?
The only and largest group of clients of Byron Ferguson is other investment advisers with 17 clients and $0 of assets under management. Among the 9 most similar advisory firms, Jemstep has the highest percentage of other investment advisers out of all clients.
None of the firm’s clients are foreign persons or businesses.
Jemstep doesn't advise any private funds.
Careers at Jemstep, Inc.
The company employs 107 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Byron Ferguson has been acting as President since 1 Mar 2008. Donna Marie White joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 12 indirect owners.Based in Los Altos
The principal office where Jemstep, Inc. performs its advisory services is located at 5150 El Camino Real Suite B 16, Los Altos, CA 94022, which is also the mailing address of the firm. An additional office of the firm is in Altanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-966-6500. The normal business hours are 9am to 5pm pst on Monday - Friday. You can find more information about the New York firm at jemstep.com.
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