Katherine Martin, financial advisor Jackson MS

Katherine Martin

CRD Number: 6563534
Current Firm: Raymond James & Associates, Inc.

Katherine Martin (CRD# 6563534) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Jackson, MS Sep 2019 - Current 2
Bbva Wealth Solutions, Inc. Birmingham, AL May 2018 - Current 3
Compass Bank Birmingham, AL May 2017 - Current 4
Bbva Securities Inc. Birmingham, AL May 2017 - Current 4
Unemployed Tuscaloosa, AL Feb 2017 - Apr 2017 < 1
Triad Advisors, Inc. Birmingham, AL Sep 2015 - Jan 2017 1
Meld Financial Cahaba Hts, AL Aug 2015 - Jan 2017 1
Alabama Credit Union Tuscaloosa, AL Apr 2015 - Aug 2015 < 1
Boys & Girls Club Of West Al Tuscaloosa, AL May 2012 - Aug 2015 3
Full Time Student Tuscaloosa, AL Sep 2011 - Aug 2015 3
The University Of Alabama Tuscaloosa, AL Sep 2011 - Aug 2015 3
Cahaba Wealth Management Birmingham, AL May 2015 - Jul 2015 < 1
The University Of Alabama, College Of Hes Tuscaloosa, AL Aug 2014 - May 2015 < 1
Alabama Credit Union Tuscaloosa, AL Jun 2014 - Aug 2014 < 1
Alabama Credit Union Tuscaloosa, AL Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Katherine N. Martin
Phone Number: 727-567-1000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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