JR
Jacquelyn D. Robinson
IP FINANCIAL ADVISORY SERVICES LLC
Bolivar, PA
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CRD#: 1721233
JR
Professional summary
Jacquelyn Diane Robinson, who also goes by Jacquelyn Diane Carroll, Carroll, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Bolivar, Pennsylvania and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Jacquelyn has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacquelyn Diane Carroll | Carroll
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.
1) OWNER OF ROBINSONS COMPUTER SERVICES-LOCATED AT PO BOX 369, BOLIVAR PA 15923. https://www.rcsbiz.com/. STARTED IN 1990, 40 HOURS A MONTH DEVOTED DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. COMPTER & PERIPHERAL SALES TRAINING, WEBSITE DESIGN & INCOME TAX PREPARATION.___ 2) CONSULTANT FOR MARY KAY COSMETICS, LOCATED AT P.O. BOX 369 BOLIVAR, PA 15923-0369. 5 HOURS A PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED.___ 3) APPOINTED WITH NATIONWIDE INSURANCE COMPANIES, AFFILIATES OF NSLLC, TO SELL FIXED INSURANCE/ ANNUITY PRODUCTS AS WELL AS PROPERTY/CASUALTY INSURANCE DURING NORMAL MARKET HOURS AT THE BRANCH LOCATION.___ 4) TRAINER FOR BOSCOV'S CAMPUS OF COURSES SINCE 7/1/2014. LOCATION: 570 GALLERIA DRIVE, JOHNSTOWN, PA 15904. TEACH CLASSES ON TECHNOLOGY INFORMATION TOPICS. SPEND 2 HOURS/MONTH DURING TRADING HOURS. NOT INVESTMENT RELATED.___ 5) CRUMP. Independent Producer-4135 North Front St. Harrisburg, PA -Selling Crumps products for VA, Annuity, long term health, Disability and Health Products. Investment related.___ 6) PURSE STRINGS. Libertyville, IL. Financial advise 4/5 hrs per week. Obtain new clients. https://pursestrings.co/.___ 7) P.O.W.E.R. Professional Organization of Women Of Excellence Recognized. https://www.powerwoe.com/. Manhasset, NY. Networking 4/5 Hrs per week___ 8) BACK NINE INSURANCE. Http:.back9ins.com/ . Is a multi carrier quoting and eApplication site for agents, customers and prospects. The platforms offer real time case management from submission to commission. Https://app.back9ins.com/apply/JacquelynRobinson; commissions; 5 hours;___ 9) COMPLIANCE 401K. Consultant. No salary, 5-10 hrs per week.___ 10) TAX ACQUISITION AND MARKETING. No salary, 5 hrs per week___ 11) ALL ABILITIES. Secretary on the board of directors. https://allabilitiesinc.org/. Export, PA. 12hrs per year.___ 12) KAI-ZEN. 11/10/2023. 4975 Preston Park Blvd., Suite 425, Plano, TX 75093. Agent. Offers strategies that use bank financing and life insruance to provide protection and potentially more earnings for retirement. 3-5hrs per week.___ 13) CAPSTONE HEALTH MANAGEMENT INC. Start 12/13/2023. Will introduce the program to businesses. www.theundeniableadvisor.com. 1028 Lee Ann Dr. NE, Suite 305, Concord, NC 28025. 3-5hrs per week.___ 14) COMPLIANCE 401K. Assisting customers with their 401K plans to be compliant. 5-10hrs per week.___ 15) MILLENNIUM BROKERAGE GROUP. Brentwood, TN. https://www.mbgnow.com/. Offering MBG products to clients. 5-10hrs per week.___ 16) IAMS INSURANCE AGENCY MARKETING SERVICES INC. Elkhorn, NE. https://www.iamsinc.com/. Offering their products to clients. 3-5hrs per week.___ 17) SEI INC. Oaks, PA. https://www.seic.com/. Offering their products to clients. Hours per week will vary.___ 18) Simplicity Group. Start date: 08/2024. Offering their products and services. https://www.simplicitygroup.com/. 86 Summit Avenue, Suite 303, Summit, NJ 07901. 2-5hrs per week.___
CRS (Client Relationship Summary) - RIA
Click below to view Jacquelyn Diane Robinson's 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®
NoneExperience
Current
July 15, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Bolivar, PA
Current
July 15, 2020 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
July 15, 2020 - September 15, 2021
INNOVATION PARTNERS LLC
RIA
CRD#: 146344
CHARLOTTE, NC
Past
September 27, 2017 - July 1, 2020
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
MURRYSVILLE, PA
Past
March 29, 2005 - July 1, 2020
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
MURRYSVILLE, PA
Past
July 9, 2003 - January 20, 2005
WADDELL & REED
RIA
CRD#: 866
MONROEVILLE, PA
Past
December 17, 2001 - January 20, 2005
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
June 12, 1995 - November 27, 2001
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
August 17, 1987 - November 17, 1987
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(7/15/2020)
RR
Pennsylvania(7/15/2020)
IAR
Pennsylvania(7/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210
Mailing Address
Phone number
(980) 326-3335
Established
Firm type
Fiscal year end
# of Employees
112
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
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.
