Marcus J. Robinson
Professional summary
Marcus Jermaine Robinson, who also goes by Marcus Jermaine Robinson, is a registered financial advisor currently at REVISION WEALTH MANAGEMENT LLC located in Gainesville, Florida.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Marcus has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Jermaine Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2024 - Present
REVISION WEALTH MANAGEMENT LLC
Office #1: 3434 Sw 24th Avenue Suite E, Gainesville, FL 32607Office #2: 4655 Sailsbury Rd Suite 115, Jacksonville, FL 32256May 28, 2024 - December 31, 2024
REVISION WEALTH MANAGEMENT LLC
April 3, 2023 - April 16, 2025
FOUNDATIONS INVESTMENT ADVISORS LLC
October 1, 2020 - February 23, 2023
GWN SECURITIES INC.
August 8, 2019 - February 23, 2023
GWN SECURITIES INC.
December 20, 2010 - August 31, 2018
VOYA FINANCIAL ADVISORS, INC.
September 18, 2008 - December 31, 2010
VOYA FINANCIAL PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/28/2024)
Exams
Current Firm
REVISION WEALTH MANAGEMENT LLC
CRD#: 328408 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 187 |
| AUM (Assets Under Management) | $ 10,000,000 |
Red Flags
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