Katherine Jimerson has been an investment adviser representative at Fortis Group Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.
Fortis Group Advisors LLC is a Westwood, NJ firm with $822M under management, 2,604 clients and 24 advisers across 8 offices, as of its March 2026 filing.
- Fortis Group Advisors LLCCurrent– present · 5 yearsHolmdel, NJ · Adviser representative · Firm CRD 290427
Investment adviser representative registrations
Katherine Jimerson is registered as an investment adviser representative in New Jersey, since August 2021.
- New JerseySince 18 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 July 2021 |
| Series 7TO | General Securities Representative Examination | 8 April 2021 |
| SIE | Securities Industry Essentials Examination | 21 December 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Katherine Taylor Jimerson
- CRD
- 7328893
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 101 Crawfords corner Road, Suite 4125, Holmdel, NJ 07733
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Katherine Jimerson work?
Katherine Jimerson is an investment adviser representative registered through Fortis Group Advisors LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Katherine Jimerson a financial advisor?
Yes. Katherine Jimerson has a current investment-adviser registration in New Jersey, through Fortis Group Advisors since August 2021.
How many years of experience does Katherine Jimerson have?
Katherine Jimerson has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Katherine Jimerson passed?
Katherine Jimerson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2020.
Where is Katherine Jimerson based?
Katherine Jimerson’s registered office is in Holmdel, NJ.
Is Katherine Jimerson registered with FINRA?
Yes. Katherine Jimerson has a current broker registration, under CRD 7328893.
Source: FINRA BrokerCheck
How can I verify Katherine Jimerson’s record?
Search CRD 7328893 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Katherine Jimerson’s full registration record.
