KJ
Katherine T. Jimerson
FORTIS GROUP ADVISORS LLC
Holmdel, NJ 07733
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CRD#: 7328893
KJ
Professional summary
Katherine Taylor Jimerson, who also goes by Katherine Taylor Tobie, is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Holmdel, New Jersey and LPL FINANCIAL LLC located in Westwood, New Jersey.
Katherine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Katherine has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katherine Taylor Tobie
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 2/11/2021 - The Fortis Agency LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/21/2020 - 40 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - Disability, term life, whole life. 2. 8/19/2021 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/01/2021 - 40 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 08/21. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/11/2022 - Fortis Wealth Group - DBA: Fortis Wealth Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/02/2021 - 100 Hours Per Month/4 Hours During Securities Trading. 4) 05/01/2025 - Fortis Wealth Group - Investment Related - Registered Investment Advisor DBA - Holmdel, NJ - Start Date: 07/05/2021 - 140 Hours Per Month/140 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Taylor Jimerson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2021 - Present
FORTIS GROUP ADVISORS LLC
Office #1: 101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733RIA
CRD#: 290427
Holmdel, NJ
Current
April 8, 2021 - Present
LPL FINANCIAL LLC
Office #1: 345 Kinderkamack Rd Ste B, Westwood, NJ 07675RIA
BD
CRD#: 6413
Westwood, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
Registered Investment Advisory firm - (1/2/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(7/19/2021)
IAR
New Jersey(8/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
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Contact information
Main Address
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Mailing Address
Phone number
(201) 383-0630
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,733 |
| AUM (Assets Under Management) | $ 799,559,515 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
