James D. Robison

WELLTH ADVISORY SERVICES

Greenwood, IN

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CRD#: 1463301

Professional summary

James Daniel Robison, AIF®, who also goes by Jim Robison, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Greenwood, Indiana.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. James has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Robison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BUSINESS NAME: WHITE OAK ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: 8888 KEYSTONE CROSSING, SUITE 640 INDIANAPOLIS IN 46240 NATURE OF BUSINESS: CONSULTING POSITION, TITLE OR RELATIONSHIP: SOLE MEMBER OF THE LLC; PRINCIPAL OF WHITE OAK ADVISORS, LLC START DATE: 3/15/2015 HOURS PER MONTH: 100%+ (MORE THAN 160 HOURS) HOURS PER MONTH DURING TRADING HOURS: 91% - 100% (127 - 140 HOURS) DUTIES: OVERSIGHT, PLAN CONSULTING. Business Name: White Oak Business Data Research and Analytics Lab, LLC Investment Related: No Address: 8888 Keystone Crossing Indianapolis IN 46240 Nature of Business: Consulting Position, Title or Relationship: Member Start Date: 4/6/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be a project manager, assisting corporate clients who engage the newly established entity in determining the current and future costs of maintaining their Human Capital and how best control said costs long-term.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Daniel Robison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 42046

INDIANAPOLIS, IN

Past

May 15, 2002 - August 16, 2004

MMC SECURITIES LLC

RIA

Illinois
(6/28/2024)

IAR

Indiana
(6/28/2024)

IAR

Kentucky
(6/28/2024)

IAR

Missouri
(7/23/2024)

IAR

Ohio
(6/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/28/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James D. Robison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Daniel Robison's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MMC SECURITIES LLC

MMC SECURITIES LLC

KESTRA INVESTMENT SERVICES, LLC

WALNUT STREET SECURITIES, INC.

OSAIC FS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 4/28/1986

SIE

Date: 11/14/2014

Series 6

Date: 4/28/1986

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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