Jonathan Robinson is a registered investment advisor, based in Franklin, WI, with 36 years of industry experience.
Location
Franklin, WI
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Regulatory History
Clean regulatory record
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.
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Jonathan works as an Uber driver, dedicating about 10-20% of his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
January 2019 - Present · 7 yrs 4 mos
Transamerica Investors Securities, LLC
January 2019 - Present · 7 yrs 4 mos
Transamerica Investors Securities, LLCBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2016 - August 2018 · 1 yr 10 mos
LPL Financial LLC
July 2011 - September 2016 · 5 yrs 2 mos
LPL Financial LLCBroker
July 2011 - September 2016 · 5 yrs 2 mos
Uvest Financial Services Group, INC.Broker
March 2010 - July 2011 · 1 yr 4 mos
Uvest Financial Services Group, INC.
March 2010 - July 2011 · 1 yr 4 mos
Chase Investment Services CORP.Broker
May 2007 - March 2010 · 2 yrs 10 mos
Chase Investment Services CORP.
May 2007 - March 2010 · 2 yrs 10 mos
Rsm Mcgladrey, INC.
July 2003 - November 2003 · 4 mos
H&r Block Financial Advisors, INC.Broker
March 1991 - May 2007 · 16 yrs 2 mos
Dain Bosworth IncorporatedBroker
March 1990 - October 1990 · 7 mos
Pavek Investments INC.Broker
July 1988 - April 1990 · 1 yr 9 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.