AUMdb
KM

Katelyn May Fisher

CRD 6151291

Firms

FirmRoleAs of
Jonathan Roberts Advisory Group, Inc. Registered representative 07/20/2026
Bay Financial Planning & Tax Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗