Jeffrey Robinson is a CFP, ChFC-designated registered investment advisor at Guidestone Advisors, based in Dallas, TX, with 29 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 2,089 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is up to 1.0% of assets under management depending on the program. Fees may be waived or negotiated at the firm's discretion.
Fee Estimator
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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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 →Employment History
Current Registrations
Guidestone Advisors
Guidestone Financial ServicesBroker
Previous Registrations
Guidestone Advisors
Pfpc Distributors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
State Registrations51 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.
Exams
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