JR
Josiah D. Robison
RISE FINANCIAL PARTNERS
Colorado Springs, CO
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CRD#: 7489601
JR
Professional summary
Josiah David Robison is a registered financial advisor currently at RISE FINANCIAL PARTNERS located in Colorado Springs, Colorado.
Josiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Josiah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Chief Financial Officer at Cassell Counseling LLC 1619 Ashurst Rd, Philadelphia, PA 19151 Business is NOT investment related, business is a small mental health clinic. Start date: 06/2022 Approximate hours/month devoted to this business: 30 Number of hours devoted to this business during securities trading hours: 5 Duties include strategic planning, running payroll, and insurance claim billing.
CRS (Client Relationship Summary) - RIA
Click below to view Josiah David Robison'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®
NoneExperience
Current
January 5, 2022 - Present
RISE FINANCIAL PARTNERS
RIA
CRD#: 305637
Colorado Springs, CO
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
Florida(1/21/2022)
Current Firm
RF
RISE FINANCIAL PARTNERS
RISE FINANCIAL PARTNERS | RISE FINANCIAL PARTNERS LLC
CRD#: 305637 / SEC#:
Florida
Registered Investment Advisory firm - (3/16/2021 Approved)Illinois
Registered Investment Advisory firm - (4/11/2024 Approved)Michigan
Registered Investment Advisory firm - (11/12/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (12/31/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
St Petersburg, FL
Mailing Address
Phone number
(941) 961-8555
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 297 |
| AUM (Assets Under Management) | $ 43,097,403 |
Red Flags
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