Jeffrey Ormes Robinson
Professional Summary
Jeffrey Ormes Robinson is a registered financial advisor currently at ROBINSON CAPITAL MANAGEMENT LLC located in Boulder, Colorado. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
ROBINSON CAPITAL MANAGEMENT LLC
Contact Information
Main Address
5370 Manhattan Circle Suite 201, Boulder, CO 80303Phone Number
(303) 245-0035# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
174AUM (Assets Under Management)
$82,550,735Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Ormes Robinson's CRS (Customer Relationship Summary).
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