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JR

Jacob N. Robertson

PINE DISTRIBUTORS LLC
OVERLAND PARK, KS 66211
Some features on this profile are disabled
CRD#: 4864588
JR

Professional summary

Jacob Nathaniel Robertson, who also goes by Jake Robertson, is a registered financial professional currently at PINE DISTRIBUTORS LLC located in Overland Park, Kansas.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2004. Jacob has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jake Robertson

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.
TORTOISE SECURITIES, 11550 ASH ST., SUITE 300, LEAWOOD, KS 66211; INVESTMENT RELATED; 40 HRS/WK DURING SECURITIES HOURS; REGIONAL CONSULTANT WHOLESALER. TORTOISE INVESTMENT PARTNERS, LLC, 11551 ASH ST., SUITE 250, LEAWOOD, KS 66211; INVESTMENT RELATED; 40 HRS/WK DURING SECURITIES HOURS; REGIONAL CONSULTANT.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jacob Nathaniel Robertson'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®
None

Experience

Current

April 28, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211
BD
CRD#: 323408
OVERLAND PARK, KS
Past

July 3, 2017 - December 31, 2023

TORTOISEECOFIN SECURITIES, LLC

BD
CRD#: 285411
Overland Park, KS
Past

November 18, 2016 - December 13, 2023

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

RIA
CRD#: 285213
LEAWOOD, KS
Past

November 4, 2014 - November 18, 2016

MONTAGE INVESTMENTS, LLC

RIA
CRD#: 152607
LEAWOOD, KS
Past

September 26, 2014 - July 3, 2017

MSEC, LLC

BD
CRD#: 154327
LEAWOOD, KS
Past

January 1, 2005 - November 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
OVERLAND PARK, KS
Past

December 9, 2004 - November 8, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 9, 2004 - November 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

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

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
Alabama
(9/18/2025)
RR
Alaska
(4/28/2025)
RR
Arizona
(4/28/2025)
RR
Arkansas
(9/18/2025)
RR
California
(4/28/2025)
RR
Colorado
(4/28/2025)
RR
Connecticut
(9/18/2025)
RR
Delaware
(9/18/2025)
RR
District of Columbia
(9/18/2025)
RR
Florida
(9/18/2025)
RR
Georgia
(9/18/2025)
RR
Hawaii
(4/28/2025)
RR
Idaho
(4/28/2025)
RR
Illinois
(4/28/2025)
RR
Indiana
(4/28/2025)
RR
Iowa
(4/28/2025)
RR
Kansas
(4/28/2025)
RR
Kentucky
(4/28/2025)
RR
Louisiana
(9/18/2025)
RR
Maine
(9/18/2025)
RR
Maryland
(9/18/2025)
RR
Massachusetts
(9/18/2025)
RR
Michigan
(4/28/2025)
RR
Minnesota
(4/28/2025)
RR
Mississippi
(9/18/2025)
RR
Missouri
(4/28/2025)
RR
Montana
(4/28/2025)
RR
Nebraska
(4/28/2025)
RR
Nevada
(4/28/2025)
RR
New Hampshire
(9/18/2025)
RR
New Jersey
(9/18/2025)
RR
New Mexico
(9/18/2025)
RR
New York
(9/18/2025)
RR
North Carolina
(9/18/2025)
RR
North Dakota
(4/28/2025)
RR
Ohio
(4/29/2025)
RR
Oklahoma
(4/28/2025)
RR
Oregon
(9/18/2025)
RR
Pennsylvania
(9/18/2025)
RR
Rhode Island
(9/18/2025)
RR
South Carolina
(9/18/2025)
RR
South Dakota
(4/28/2025)
RR
Tennessee
(9/18/2025)
RR
Texas
(9/18/2025)
RR
Utah
(9/18/2025)
RR
Vermont
(9/18/2025)
RR
Virginia
(9/18/2025)
RR
Washington
(9/18/2025)
RR
West Virginia
(9/18/2025)
RR
Wisconsin
(4/28/2025)
RR
Wyoming
(9/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PD
PINE DISTRIBUTORS LLC
PINE DISTRIBUTORS LLC

CRD#: 323408 / SEC#: , 8-71004

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
501 S. Cherry Street Suite 610, Denver, CO 80246
Mailing Address
501 S. Cherry Street Suite 610, Denver, CO 80246
Phone number
(720) 651-8092
Established
Delaware since 08/30/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PINE ADVISOR SOLUTIONS LLCMEMBER
FAIRBANKS, MARK ALANPRESIDENT1847318
LEVESQUE, DARYNCOO6482085
MOSCARITOLO, SUSAN KALLAICCO2618909
WAGSTAFF, CONNER FRED IIIFINOP1427591
WOODCOCK, ALEXANDER JAMESPFO6454017

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

PINE DISTRIBUTORS LLC

CRD#: 323408Overland Park, KS 66211

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