Advisor at Fortis Group Advisors LLC
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Firm
Fortis Group Advisors LLC
Location
Westwood, NJ 07675
Credentials
Series 66
Industry experience
4 years
Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.
Based on Fortis Group Advisors LLC
Based on Fortis Group Advisors LLC
Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement
Up to $400.00 per hour depending on complexity
Account minimum: $50,000
345 Kinderkamack Road, Suite B
Westwood, NJ 07675
New Jersey
Fortis Group Advisors, LLC
2021 - Present (5 years)
LPL Financial
2021 - Present (5 years)
The Fortis Agency
2020 - Present (6 years)
East Stroudsburg University
2019 - 2020 (1 year)
New Jersey Basketball Academy
2019 - 2019 (1 year)
Long Island University- Brooklyn
2018 - 2019 (1 year)
New Jersey Basketball Academy
2018 - 2018 (1 year)
Montclair State University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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