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JR

James J. Robinson

Some features on this profile are disabled
CRD#: 1579422
JR

Professional summary

James Jay Robinson JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial advisor and started their career in finance in 1986. Prior to being barred, James had worked at 9 firms, which includes HOPP WEALTH MANAGEMENT, 1ST GLOBAL ADVISORS INC, 1ST GLOBAL CAPITAL CORP., BERTHEL FISHER & COMPANY FINANCIAL SERVICES INC., CONTINENTAL CAPITAL INVESTMENT SERVICES INC., ALLMERICA INVESTMENT MANAGEMENT CO INC, VERAVEST INVESTMENTS INC., TRANSAMERICA SECURITIES SALES CORPORATION, TRANSAMERICA FINANCIAL ADVISORS INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 2, 2004 - February 8, 2007

HOPP WEALTH MANAGEMENT

RIA
CRD#: 128831
ELGIN, IL
Past

November 7, 2003 - October 6, 2006

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
ELGIN, IL
Past

November 7, 2003 - October 6, 2006

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
ELGIN, IL
Past

March 31, 2003 - October 31, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
ELGIN, IL
Past

March 31, 2003 - October 31, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

October 2, 2002 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

RIA
CRD#: 2864
ELGIN, IL
Past

October 2, 2002 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

May 16, 2000 - November 11, 2002

ALLMERICA INVESTMENT MANAGEMENT CO INC

RIA
CRD#: 105796
DES PLAINES, IL
Past

December 22, 1999 - October 7, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

March 6, 1987 - August 1, 1995

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
LOS ANGELES, CA
Past

October 31, 1986 - December 13, 1999

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1988
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/30/1986
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HW
HOPP WEALTH MANAGEMENT
HOPP INVESTMENT ADVISORS, INC. | HOPP WEALTH MANAGEMENT

CRD#: 128831 / SEC#:

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Contact information

Main Address
802 Walnut Ave, Elgin, IL 60123
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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.

Company Information

HOPP WEALTH MANAGEMENT

CRD#: 128831

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