Robyn Jameson
Robyn Jameson is a CFP-designated registered investment advisor at Merit Financial Advisors, based in Berwyn, PA, with 23 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
1189 Lancaster Avenue, Suite 101, Berwyn, PA, 19312
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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 →Other Business ActivitiesSells Insurance
Robyn is a partner/IAR at Merit Financial Advisors and owner of multiple entities including Trinity Financial Partners, Ltd., Trinity Financial Partners II LLC, and Trinity Financial Partners, Inc. Robyn also receives insurance overrides and dedicates a few hours per week to insurance servicing and sales.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Trinity Financial Partners II, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, INC.Broker
State Registrations21 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.