Jacquelyn Robinson
Jacquelyn Robinson is a registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 30 years of industry experience. Jacquelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacquelyn is involved in numerous business activities, including owning a computer services company since 1990, consulting for Mary Kay Cosmetics, and training for Boscov's. She also sells various insurance products and provides financial advice through several organizations, dedicating varying amounts of time to each.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Innovation Partners LLC
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
PFS Investments INC.Broker
First Investors CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.