JR
CFP
JR
CFP

John Robinson

17 Years of Experience
Raleigh, NC
Broker

John Robinson is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Raleigh, NC, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3515 Glenwood Avenue, Suite 200, Raleigh, NC, 27612

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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

John is a limited partner in BRIG LLC, a passive real estate investment, since 2014. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2015 - Present · 10 yrs 6 mos
Raymond James & Associates, INC.
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Davenport & Company LLC
April 2014 - December 2015 · 1 yr 8 mos
Davenport & Company LLCBroker
April 2014 - December 2015 · 1 yr 8 mos
Morgan StanleyBroker
June 2009 - April 2014 · 4 yrs 10 mos
Morgan Stanley
June 2009 - April 2014 · 4 yrs 10 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
State Registrations17 states
AZCOFLGAKYLAMDMONCNYOHPASCTNVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Robinson - Financial Advisor | TrueAdvisor