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Jesse Homer Robinson

River Wealth Advisors LLC

Camp Hill, PA

CRD 6285967

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Employer firm

River Wealth Advisors LLC CRD 173767

$1.47B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
River Wealth Advisors Llc

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-04
  • PA RA
    APPROVED
    Since 2021-10-04

Branch Locations

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011 • 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
OrganizationCityStateFromTo
Unemployed York PA 05/2016 10/2016
United Cerebal Palsy Camp Hill PA 10/2016 05/2018
Jmt York PA 05/2018 04/2019
Unemployed York PA 04/2019 03/2020
River Wealth Advisors, Llc Harrisburg PA 03/2020 Present
  • 05/2016 → 10/2016
    Unemployed
    York, PA
  • 10/2016 → 05/2018
    United Cerebal Palsy
    Camp Hill, PA
  • 05/2018 → 04/2019
    Jmt
    York, PA
  • 04/2019 → 03/2020
    Unemployed
    York, PA
  • 03/2020 → Present
    Harrisburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-02
  • S65 Uniform Investment Adviser Law Examination
    2021-10-02

View on SEC IAPD

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