James H. Robbins
Professional summary
James Harrison Robbins, CFP®, who also goes by Jim Robbins, is a registered financial advisor currently at ROBBINS WEALTH MANAGEMENT located in Erie, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. James has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Harrison Robbins's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
March 12, 1991 - Present
ROBBINS WEALTH MANAGEMENT
Office #1: 3939 West Ridge Road Suite C2, Erie, PA 16506August 23, 1996 - April 25, 2002
TOWER SQUARE SECURITIES, INC.
August 15, 1994 - September 3, 1996
ADVANTAGE CAPITAL CORPORATION
May 23, 1983 - August 15, 1994
TOWER SQUARE SECURITIES, INC.
Primary Firm SEC Registration
ROBBINS WEALTH MANAGEMENT
CRD#: 106088 / SEC#: 801-38204
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/1991)
(3/27/2025)
(1/28/1993)
Exams
Current Firm
ROBBINS WEALTH MANAGEMENT
CRD#: 106088 / SEC#: 801-38204
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 220,926,237 |
Red Flags
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