Jeffrey
Robinson
Sanctuary Advisors, LLC
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About this Advisor
Jeffrey Robinson is a certified financial planner working out of Springfield, Missouri with 1 year of relevant experience. Robinson is an advisor for Sanctuary Advisors, LLC. Robinson has gained experience at Robinson & Co. Llp, Ameriprise Financial Services, Inc, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Robinson has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in Missouri. Sanctuary Advisors, LLC is a financial advisory business that has its headquarters in Indianapolis, IN. The firm has offices in 80 locations and a total of 510 financial advisors. It handles $16 billion in total assets among its 38,933 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 47 charitable organizations. Of its 38,933 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services are provided. However, fee types billed by Sanctuary Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Robinson Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Robinson & Co. Llp
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
Indianapolis, IN
Fort Worth, TX
Aliso Viejo, CA
Indianapolis, IN
Plattsburgh, NY
Short Hills, NJ
Indianapolis, IN
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
