JR
CFP
JR
CFP

Jeffrey Robinson

15 Years of Experience
Springfield, MO
Broker

Jeffrey Robinson is a CFP-designated registered investment advisor, based in Springfield, MO, with 15 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.

Location

1650 S Enterprise, Suite A, Springfield, MO, 65804

Get directions

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.

Learn about disclosures →
Other Business Activities

Jeffrey is a partner at Robinson and Company LLP, an accounting firm, since 2010. He dedicates more than full-time hours to this activity, with a significant portion spent on securities trading.

Employment History
Current Registrations
Sanctuary Advisors, LLC
December 2022 - Present · 3 yrs 10 mos
Sanctuary Securities, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2011 - December 2022 · 11 yrs 5 mos
Ameriprise Financial Services, LLC
June 2011 - December 2022 · 11 yrs 6 mos
American Express Financial Advisors INC.Broker
October 1999 - May 2000 · 7 mos
Ids Life Insurance CompanyBroker
October 1999 - May 2000 · 7 mos
State Registrations4 states
ARCAMOWA
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.
More Advisors
Jeffrey Robinson - Financial Advisor | TrueAdvisor