Jesse
Robinson
River Wealth Advisors LLC
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About this Advisor
Jesse Robinson is a financial advisor operating in Camp Hill, Pennsylvania with a total of 2 years of industry experience. Robinson is currently employed by River Wealth Advisors LLC. During their career, the advisor has held roles at The Vanguard Group, Randstad Corporate Services, Securitas Global Risk Solutions, Sodexo, Eastern University, Sei Investments, United Cerebal Palsy, Jmt and River Wealth Advisors, LLC. Robinson maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Pennsylvania. River Wealth Advisors LLC is an advisory firm operating out of Camp Hill, PA. The company has a total of 15 employees. It manages $897 million in assets between its 2,145 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 2,145 client accounts, 36% belong to high-net-worth clients who have more than $1 million in investable assets. River Wealth Advisors LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on which services the firm provides the client. However, fee types charged by River Wealth Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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River Wealth Advisors LLC Brokerage Details
$896,649,243
15
2,145
$418,018
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jesse Robinson Work History
Jesse has been registered as a financial advisor for 2 years.*
River Wealth Advisors, LLC
Jmt
United Cerebal Palsy
The Vanguard Group
Sei Investments
Randstad Corporate Services
Securitas Global Risk Solutions
Sodexo
Eastern University
*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 Jesse 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 River Wealth Advisors LLC
Camp Hill, PA
Allentown, PA
Camp Hill, PA
Camp Hill, PA
Allentown, PA
Camp Hill, PA
Allentown, PA
Camp Hill, PA
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