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
Bahman Parvinian
Founder
Profile Photo
Christopher Prest
Managing Director
DH
Darrell Horn
Co-Founder, Senior Managing Director & Principal

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial