Jonathan Alexander Robinson

Current Employers

Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-05-18
TX	RA	APPROVED	2016-10-05
GA	RA	APPROVED	2004-10-07

NC RA
APPROVED

Since 2022-05-18
TX RA
APPROVED

Since 2016-10-05
GA RA
APPROVED

Since 2004-10-07

Branch Locations

Phipps Tower-3438 Peachtree Rd Ne Suite 950, Atlanta, GA 30326 • United States

Chapel Hill, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oppenheimer & Co. Inc.	Atlanta	GA	01/2003	Present

01/2003 → Present

Oppenheimer & Co. Inc.

Atlanta, GA

Other Businesses

ACTING AS CO-TRUSTEE OF THE JOSPEH W. ROBINSON AND KATHLEEN ANN ROBINSON FAMILY TRUST. THE TRUST IS HELD AT MY RESIDENCE. THE TRUST CURRENTLY HOLDS NO INVESTMENTS AND DOES NOT PLAN TO MAKE ANY INVESTMENTS IN THE FUTURE. THIS IS NOT INVESTMENT RELATED. IT TAKES ABOUT 2 HOURS/WEEK. IT STARTED ON 3/27/24. MY DUTIES INVOLVE LIQUIDATING PERSONAL ASSETS SUCH AS A RESIDENCE AND DISTRIBUTING THOSE PROCEEDS TO THE BENEFICIARIES.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-07-11

S66 Uniform Combined State Law Examination

2001-07-11

Designations

View on SEC IAPD