Jeffrey RobinsonCRD Number: 5625065
Current Firm: The Wealth Collaborative, Inc.
Jeffrey Robinson (CRD# 5625065) is an Investment Advisor Representative working at The Wealth Collaborative, Inc. in Westlake Village, CA and has over 7 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|The Wealth Collaborative||Westlake Village, CA||Aug 2008 - Current||8|
|Fox, Grogan & Van Ry||Reno, NV||Dec 2005 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management372MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$1,124,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)