CoverProfile

Jonathan Martin

Managing Director & Senior Investment Advisor

Green Square Wealth Management

United States, Tennessee, Memphis

About Me

Mr. Jonathan Martin is a Managing Director & Senior Investment Advisor at Green Square Capital Advisors LLC. He works with Green Square families and private foundations to implement and maintain investment strategies, delivering customized services, reporting and communication based on client needs. He also organizes new relationships, working with clients to determine suitable asset allocations and ensuring execution. He joined Green Square in 2016 after working as a Senior Buyer for AMCOR. Previously, he was with First Tennessee Capital Markets, working as a Vice President, providing fixed income securities to institutional clients and municipalities. He received both his Bachelor o

View more

Profile Information

Managing Director & Senior Investment Advisor

Green Square Wealth Management

Investment Team,Operations Team

Investor

Multi-Family Office

Memphis

Tennessee

United States

Sep 4, 2025

Work Experience

Green Square Wealth Management

Managing Director & Senior Investment Advisor
Jan 2016 - Present
Email: jonathan.martin@greensquareco.com

More profiles to browse

Profile Photo
Richard Finch
Director
Profile Photo
Woodson C Whitehead
Partner
DH
Darrell Horn
Co-Founder, Senior Managing Director & Principal
Profile Photo
Christopher Prest
Managing Director

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth