Jonathan P Robinson

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 08/2018
  Greg Lavin
  Fond Du Lac, WI
• 10/2016 → 08/2018
  Northwestern Mutual Investment Services Llc
  Fond Du Lac, WI
• 03/2010 → 09/2016
  Uvest Financial Services Group Inc
  Milwaukee, WI
• 03/2010 → 09/2016
  Park Bank
  Milwaukee, WI
• 09/2016 → 10/2016
  Greg Lavin
  Fond Du Lac, WI
• 01/2017 → 08/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → 01/2019
  Unemployed
  Muskego, WI
• 01/2019 → Present
  Transamerica Retirement Solutions
  Muskego, WI
• 01/2019 → Present
  Transamerica Investors Securities Corporation
  Muskego, WA

Previous Registrations

• 2011-07-05 → 2016-09-21
  Lpl Financial Llc
  Milwaukee, WI
  Milwaukee, WI
• 2010-03-30 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Milwaukee, WI
• 2007-05-16 → 2010-03-03
  Chase Investment Services Corp.
  New Berlin, WI
  Milwaukee, WI
  Waukesha, WI
  Muskego, WI
• 2003-07-03 → 2003-11-07
  Choreo, Llc
  Wauwatosa, WI

Other Businesses

Uber driver- Not investment related, Uber HQ 1455 Market St #400 San Francisco CA 94103, driver, start date 8/1/19 or whenever approved, 20 hours/month, 0 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-07
• S65 Uniform Investment Adviser Law Examination
  2007-08-16
• S63 Uniform Securities Agent State Law Examination
  1988-04-06

Other Names

• Jon Robinson
• Jonathan Patrick Robinson
• Jonathan P Robinson
• Jon Robinson