TrueAdvisor
TrueAdvisor
JR
CFP · ChFC
JR
CFP · ChFC

Jeffrey Eugene Robinson

Guidestone Advisors
28 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Guidestone Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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History

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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Employment History
Current Registrations
Guidestone Advisors
June 2018 - Present · 7 yrs 8 mos
Guidestone Financial ServicesBroker
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Guidestone Advisors
March 2011 - February 2012 · 11 mos
Pfpc Distributors, INC.Broker
September 2002 - September 2009 · 7 yrs
USAA Investment Management Company
April 1997 - August 2002 · 5 yrs 4 mos
USAA Investment Management CompanyBroker
April 1997 - August 2002 · 5 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.