Jonathan
Robinson

Oppenheimer & Co. Inc

CRD#4354216
Investment Advisor
in Atlanta, GA
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About this Advisor

Jonathan Robinson is a certified financial planner based in Atlanta, Georgia, who has been in the advisory business for 15 years. Robinson is on the advisory team at Oppenheimer & Co. Inc. They have spent the entirety of their time as a financial advisor at Oppenheimer & Co. Inc. Robinson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Oppenheimer & Co. Inc is a registered investment business operating in Atlanta, Georgia. The investment advisory business has offices in 77 locations and a total of 2,740 advisors. It handles $11 billion in total assets among its 21,879 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 92 charitable organizations. Of its 21,879 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which service is offered. Fee types charged by Oppenheimer & Co. Inc likely consist of any blend of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

3414 Peachtree Road., N.E.
Atlanta, GA 30326

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$10,613,813,009

GA Average: $7,464,549,021
Total Number of Employees

2,868

GA Average: 88
Total Number of Accounts

23,088

GA Average: 3,892
Average Account Size

$459,711

GA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jonathan Robinson Work History

Jonathan has 15 years of experience.

2003 - Present (16 years)

Oppenheimer & Co. Inc

Disclosures

Jonathan Robinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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