Jonathan David Robson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 11/2012 → 09/2016
  Lpl Financial
  Marietta, GA
• 11/2012 → 09/2016
  Stratos Wealth Management
  Marietta, GA
• 09/2016 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Marietta, GA

Previous Registrations

• 2016-09-01 → 2023-11-03
  Fsc Securities Corporation
  Marietta, GA
  Marietta, GA
  Atlanta, GA
• 2012-11-19 → 2016-09-12
  Stratos Wealth Partners, Ltd
  Marietta, GA
• 2010-06-02 → 2012-11-29
  Hornor, Townsend & Kent, Llc
  Marietta, GA
  Woodstock, GA
  Marietta, GA
• 2008-05-16 → 2010-05-27
  Osaic Fa, Inc.
  Marietta, GA
  Marietta, GA
  Virginia Beach, VA
• 2005-01-14 → 2008-05-15
  Hornor, Townsend & Kent, Llc
  Atlanta, GA
  Marietta, GA

Other Businesses

1) THE NICOLA JANE ROBSON 2012 INSURANCE TRUST POSITION: Trustee NATURE: Trust for the benefit of Alexander Mohnen INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2012 ADDRESS: 3405 Dallas Highway, Building 800, Suite 820, Marietta GA 30064, United States DESCRIPTION: Act as trustee for the benefit of my nephew, Alexander Mohnen. 2)OLD TRACE INVESTORS, LLC POSITION: Manager/Member NATURE: Limited Liability Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2007 ADDRESS: 3405 Dallas Highway, Building 800, Suite 820, Marietta GA 30064, United States DESCRIPTION: Manager/Member of LLC that owns an 8,000 square foot commercial office building. Duties include accounting, rental and management of the building. 3) ROBSON PLANNING GROUP POSITION: Owner/President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2001 ADDRESS: 3405 Dallas Highway, Building 800, Suite 820, Marietta GA 30064, United States DESCRIPTION: Responsible for administration of this corporation 4) JONATHAN ROBSON POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2001 ADDRESS: 3405 Dallas Highway, Building 800, Suite 820, Marietta GA 30064, United States DESCRIPTION: Recommend insurance to client as appropriate

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-21
• S63 Uniform Securities Agent State Law Examination
  2001-04-21

Other Names

• Jonathan D Robson