Jamie
Robinson
Nfp Retirement Inc
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About this Advisor
Jamie Robinson is a financial advisor based in Charlotte, North Carolina, working with Nfp Retirement Inc. Jamie has previously held positions at Jpmorgan Investment Management, J.P. Morgan Institutional Investments Inc, Jp Morgan Invest Holdings LLC, Valic Financial Advisors, Inc, Nfp Retirement, Inc, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Jamie has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Jamie is part of Nfp Retirement Inc, which operates out of Charlotte, North Carolina. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jamie Robinson Work History
Nfp Retirement, Inc
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Valic Financial Advisors, Inc
Jp Morgan Invest Holdings LLC
Jpmorgan Investment Management
J.P. Morgan Institutional Investments Inc
Disclosures
Please visit the SEC profile of Jamie 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 Nfp Retirement Inc
Aliso Viejo, CA
Aliso Viejo, CA
Norwell, MA
Aliso Viejo, CA
Aliso Viejo, CA
Beachwood, OH
Houston, TX
Denver, CO
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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.
