About Us Credentials, Associations and Affiliations J. Marshall Associates is a member of the Financial Services Institute Joseph A. Marshall Financial Advisor / Registered Financial Consultant (RFC) / Founder & PresidentLicenses and Registrations: Life & Health Insurance, Series 6,63 and 65.Member of the National Association of Investment Advisors. View profile Tracy Baker OSJ, Branch ManagerLicenses and Registrations: Life & Accident and Health Insurance, Series 7, 66 and 24. View profile Kimberly Butterfield Financial Advisor / Chartered Financial Consultant (ChFC) / Vice-President and Director of AdministrationLicenses and Registrations: Life & Health Insurance, Series 6, 7, 63, and 65. View profile Richard C. Bassett Financial Advisor / Marketing ManagerLicenses and Registrations: Life & Health Insurance, Series 6, 63, and 65. View profile Contact us today.
