Katherine Taylor Jimerson

Current Employers

Fortis Group Advisors Llc

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-08-18

NJ RA
APPROVED

Since 2021-08-18

Branch Locations

101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • United States

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Fortis Agency	Holmdel	NJ	09/2020	Present
East Stroudsburg University	East Stroudsburg	PA	08/2019	08/2020
Long Island University- Brooklyn	Brooklyn	NY	08/2018	05/2019
Montclair State University	Montclair	NJ	08/2014	05/2018
New Jersey Basketball Academy	Verona	NJ	06/2018	08/2018
New Jersey Basketball Academy	Verona	NJ	06/2019	08/2019
Lpl Financial Llc	Westwood	NJ	02/2021	Present
Fortis Group Advisors, Llc	Westwood	NJ	08/2021	Present

09/2020 → Present

The Fortis Agency

Holmdel, NJ
08/2019 → 08/2020

East Stroudsburg University

East Stroudsburg, PA
08/2018 → 05/2019

Long Island University- Brooklyn

Brooklyn, NY
08/2014 → 05/2018

Montclair State University

Montclair, NJ
06/2018 → 08/2018

New Jersey Basketball Academy

Verona, NJ
06/2019 → 08/2019

New Jersey Basketball Academy

Verona, NJ
02/2021 → Present

Lpl Financial Llc

Westwood, NJ
08/2021 → Present

Fortis Group Advisors, Llc

Westwood, NJ

Other Businesses

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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-19

S66 Uniform Combined State Law Examination

2021-07-19

Other Names

Katherine Taylor Tobie

View on SEC IAPD