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JR

John L. Robinson

STRATEGIC WEALTH INVESTMENT GROUP
Tampa, FL 33607
Some features on this profile are disabled
CRD#: 7909480
JR

Professional summary


John Luke Robinson, who also goes by John Robinson, is a registered financial advisor currently at STRATEGIC WEALTH INVESTMENT GROUP, LLC located in Tampa, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John 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.
o Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 04/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Luke 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®
None

Experience


Current

October 22, 2025 - Present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Office #1: 3030 N. Rocky Point Dr. Suite 100, Tampa, FL 33607
RIA
CRD#: 165474
Tampa, FL
Past

May 14, 2024 - July 14, 2025

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Tampa, 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".
SW
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA
Registered Investment Advisory firm - (11/14/2019 Approved)
Indiana
Registered Investment Advisory firm - (11/20/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (11/25/2019 Terminated)
Ohio
Registered Investment Advisory firm - (11/20/2019 Terminated)

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
(10/22/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/10/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/9/2024
Securities Industry Essentials Examination

Current Firm


SW
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA
Registered Investment Advisory firm - (11/14/2019 Approved)
Indiana
Registered Investment Advisory firm - (11/20/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (11/25/2019 Terminated)
Ohio
Registered Investment Advisory firm - (11/20/2019 Terminated)
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Contact information


Main Address
Louisville, KY
Mailing Address
Phone number
(502) 412-3354
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (38 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/30/2025)

Regulatory assets under management


Total Number of Accounts7,626
AUM (Assets Under Management)$ 1,110,956,980

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


STRATEGIC WEALTH INVESTMENT GROUP, LLC

CRD#: 165474Tampa, FL 33607

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