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.

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

SERVICES

PRIVATE WEALTH MANAGEMENT

INSTITUTIONAL INVESTMENT CONSULTING

OUTSOURCED & DISCRECTIONARY MANAGEMENT

401K & RETIREMENT

RESPONSIBLE INVESTING

RESEARCH

INVESTMENT PHILOSOPHY

RESEARCH PROCESS

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090