James J. Robison

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CRD#: 857336

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Joseph Robison, who also goes by James J Robison, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1978. James had worked at 10 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

James J Robison

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 5, 2008 - June 22, 2018

CALVERT INVESTMENT COUNSEL

RIA

CRD#: 135656

HUNT VALLEY, MD

Past

April 11, 2006 - January 5, 2007

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

CROWNSVILLE, MD

Past

April 5, 2006 - January 5, 2007

GUNNALLEN FINANCIAL, INC

CRD#: 17609

CROWNSVILLE, MD

Past

December 12, 2001 - March 22, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ANNAPOLIS, MD

Past

November 9, 2001 - March 22, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ANNAPOLIS, MD

Past

January 11, 2000 - November 13, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

December 20, 1994 - January 20, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

November 3, 1987 - December 14, 1994

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

August 21, 1981 - December 14, 1994

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

March 21, 1980 - September 11, 1981

FERRIS, BAKER WATTS, LLC

CRD#: 285

Past

September 26, 1978 - April 14, 1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

September 25, 1978 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 12/20/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/16/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/31/2002

General Securities Principal Examination

Current Firm

CALVERT INVESTMENT COUNSEL

CALVERT INVESTMENT COUNSEL | CALVERT INVESTMENT COUNSEL, LLC

CRD#: 135656 / SEC#: 801-64324

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Contact information

Main Address

4 North Park Drive Suite 201, Hunt Valley, MD 21030-1801

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2B - SUPPLEMENTAL BROCHURES (3/23/2018)

ADV PART 2 - FIRM BROCHURE (3/23/2018)

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

James J. Robison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

A. G. EDWARDS & SONS, INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

FERRIS, BAKER WATTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/1997

Series 63

Date: 12/1/1981

Series 31

Date: 12/20/2000

Series 7

Date: 9/16/1978

Series 24

Date: 10/31/2002

Current Firm

CALVERT INVESTMENT COUNSEL

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

CALVERT INVESTMENT COUNSEL

TRUST BUT VERIFY

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