Katherine Taylor Jimerson
Investment adviser representative at Fortis Group Advisors LLC
12 yearsExperience
1 stateRegistered in
$822.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fortis Group Advisors, LLCAug 2021 to now
- LPL Financial LLCFeb 2021 to now
- The Fortis AgencySep 2020 to now
- East Stroudsburg UniversityAug 2019 to Aug 2020
- New Jersey Basketball AcademyJun 2019 to Aug 2019
- Long Island University- BrooklynAug 2018 to May 2019
- New Jersey Basketball AcademyJun 2018 to Aug 2018
- Montclair State UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Fortis Group Advisors LLC
$822.4MAssets managed
2,604Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7328893
- Firm CRD
- 290427