Jonathan Martin

Vice President

Senior Relationship Manager and Investment Advisor

Jonathan leads the firm’s efforts in the Schwab Advisory Network, focusing on alternative investments for high net worth individuals. He 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.  Jonathan received both his Bachelor of Accountancy and Masters of Business Administration from the University of Mississippi.  He held the Series 52 license and now holds Series 65 license. 

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