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Jessica G. Martin, CPA

Senior Client Planning Associate

Jessica joined Clearstead’s Private Client Services in 2021. As a Senior Client Planning Associate, she is responsible for providing high net worth clients analytical support in all aspects of tax, financial planning, and investment management.

Prior to joining Clearstead, Jessica worked with a regional public accounting firm, providing tax services for business entities, charitable organizations, and high net worth clients. Jessica earned her Masters’ in Taxation from The University of Akron in 2020. She holds the CPA designation and is currently pursuing the CFP certification. Jessica is also a member of the American Institute of Certified Public Accountants (AICPA) and Ohio Society of CPA’s.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
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