Oppenheimer & Co. Inc
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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
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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.
Oppenheimer & Co. Inc
Jonathan Robinson has no disclosures.
Please visit their SEC profile for more details.