JR
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James Robinson

28 Years of Experience
Hanover, PA
Broker

James Robinson is a registered investment advisor at Wells Fargo Advisors, based in Hanover, PA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Center Square, [Satellite], Hanover, PA, 17331

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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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Other Business Activities

James owns Center Square Tax Service, LLC, a tax business, since 2005. He is the sole employee and spends about 10-20% of his time on this activity, including minimal time during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Capital Analysts
November 2020 - October 2023 · 2 yrs 11 mos
Lincoln Investment
June 2011 - October 2023 · 12 yrs 4 mos
Lincoln InvestmentBroker
January 2004 - October 2023 · 19 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
January 2002 - November 2003 · 1 yr 10 mos
Lincoln Investment Planning, INC.Broker
August 1997 - February 2002 · 4 yrs 6 mos
State Registrations6 states
FLKYMDMTPAVA
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.