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Jessica G. Martin

Planning Associate, Private Client Group

Jessica joined the Clearstead Private Client Group in 2021. 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 is currently pursuing her CPA certification.

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Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.

Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.

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