Terry G. Robinson

BROOKWOOD INVESTMENT GROUP

Rockvale, TN

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CRD#: 1805956

Professional summary

Terry Glenn Robinson, who also goes by Jake T Robinson, is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Rockvale, Tennessee.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Terry has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake T Robinson

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) Buybuyland.com, Investment Related, 9775 Patterson Road, Rockvale, TN. 37153, Purchase and sell land, Partner, 10/2018, Appx. 10 Hrs/Mnth, Searches for land to purchase and improve upon for sale. 2) Insurance Sales, Same Address, Investment Related, APPX 10% of the time during the month. 3) ConnectMyBiz, Non-Investment Related, Rockvale, TN, Appx. 1 Hr/Mnth, Refers applicable clients over to a CPA for an employee retention tax credit program discussion.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Glenn Robinson'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®

None

Experience

Current

August 18, 2025 - Present

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

Rockvale, TN

Past

February 17, 2023 - October 12, 2023

TERRA WEALTH

RIA

CRD#: 320643

ROCKVALE, TN

Past

August 29, 1995 - August 10, 2022

PFS INVESTMENTS INC.

CRD#: 10111

MANCHESTER, TN

Past

March 9, 1988 - March 6, 1990

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(8/18/2025)

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: 12/10/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/28/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/21/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Mailing Address

Phone number

(480) 646-3504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,200
AUM (Assets Under Management)	$ 1,064,198,265

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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Firm Stability Insights

Terry G. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Glenn Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRA WEALTH

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

BROOKWOOD INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2022

Series 63

Date: 8/28/1995

SIE

Date: 10/1/2018

Series 6

Date: 8/28/1995

Series 26

Date: 1/21/2000

Current Firm

BROOKWOOD INVESTMENT GROUP

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKWOOD INVESTMENT GROUP

TRUST BUT VERIFY

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