Jason J. Robinson

VANGUARD ADVISERS

SCOTTSDALE, AZ 85260

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CRD#: 4940739

Professional summary

Jason Joseph Robinson, CFP®, who also goes by Jason J Mccaskill, Jason Mccaskill, Jason J Robinson, Jason Robinson, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Scottsdale, Arizona and VANGUARD MARKETING CORPORATION located in Scottsdale, Arizona.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jason has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason J Mccaskill | Jason Mccaskill | Jason J Robinson | Jason 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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: FINRA INVESTMENT RELATED ADDRESS: WASHINGTON, DC NATURE OF BUSINESS: ARBITRATOR POSITION: FINRA ARBITRATOR START DATE: 11/2019 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SIT ON FINRA ARBITRATION CASES AS A FINRA NON-PUBLIC ARBITRATOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Joseph 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®

CFP^®

Certified Financial Planner

Experience

Current

December 11, 2024 - Present

VANGUARD ADVISERS, INC.

Office #1: 14321 North Northsight Blvd, Scottsdale, AZ 85260

RIA

CRD#: 106715

SCOTTSDALE, AZ

Current

November 14, 2024 - Present

VANGUARD MARKETING CORPORATION

Office #1: 14321 North Northsight Blvd., Scottsdale, AZ 85260

CRD#: 7452

Scottsdale, AZ

Past

October 5, 2023 - October 28, 2024

SKYVIEW INVESTMENT BANKING

CRD#: 135073

MANHATTAN BEACH, CA

Past

October 4, 2023 - October 28, 2024

MERCURY CAPITAL ADVISORS, LLC

CRD#: 152338

NEW YORK, NY

Past

May 11, 2022 - August 11, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Tempe, AZ

Past

May 11, 2022 - August 11, 2023

MORGAN STANLEY

CRD#: 149777

Tempe, AZ

Past

October 3, 2019 - June 22, 2020

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

Phoenix, AZ

Past

January 8, 2018 - June 22, 2020

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

Phoenix, AZ

Past

December 11, 2008 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

August 31, 2007 - June 18, 2020

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

August 21, 2007 - December 31, 2008

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

PHOENIX, AZ

Past

December 14, 2005 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

PHOENIX, AZ

Past

April 13, 2005 - November 30, 2005

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BOCA RATON, FL

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".

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 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.

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

Arizona
(11/19/2024)

IAR

Arizona
(12/13/2024)

IAR

Texas
(12/11/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/27/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/1/2022

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 51

Date: 8/18/2014

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/16/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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Contact information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Mailing Address

Phone number

(610) 669-1000

Established

Firm type

Fiscal year end

# of Employees

2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STABLE VALUE (9/29/2025)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

VANGUARD SITUATIONAL ADVISOR BROCHURE (9/29/2025)

VANGUARD STRATEGIC MODEL PORTFOLIOS (9/29/2025)

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (9/29/2025)

VANGUARD PERSONAL ADVISOR SELECT (9/29/2025)

Regulatory assets under management

Total Number of Accounts	698,843
AUM (Assets Under Management)	$ 300,434,933,763

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report
06/28/2023	Cover Page	Report

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

Jason J. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Joseph Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

SKYVIEW INVESTMENT BANKING

MERCURY CAPITAL ADVISORS, LLC

MORGAN STANLEY

MORGAN STANLEY

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

NEWBRIDGE SECURITIES CORPORATION

Primary Firm SEC Registration

VANGUARD ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2007

Series 63

Date: 4/27/2005

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2005

Series 10

Date: 9/27/2022

Series 9

Date: 7/1/2022

Series 51

Date: 8/18/2014

Series 24

Date: 7/16/2008

FINRA

Current Firm

VANGUARD ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VANGUARD ADVISERS, INC.

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