Jonathan Robinson (CRD# 1801059) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Franklin, WI and has over 36 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Retirement Solutions | Muskego, WI | Jan 2019 - Current | 5 |
| Transamerica Investors Securities Corporation | Muskego, WA | Jan 2019 - Current | 5 |
| Unemployed | Muskego, WI | Aug 2018 - Jan 2019 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2017 - Aug 2018 | 1 |
| Greg Lavin | Fond Du Lac, WI | Oct 2016 - Aug 2018 | 1 |
| Northwestern Mutual Investment Services LLC | Fond Du Lac, WI | Oct 2016 - Aug 2018 | 1 |
| Greg Lavin | Fond Du Lac, WI | Sep 2016 - Oct 2016 | < 1 |
| Uvest Financial Services Group Inc. | Milwaukee, WI | Mar 2010 - Sep 2016 | 6 |
| Park Bank | Milwaukee, WI | Mar 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- WI
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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