John Burgoyne Robinson

Employer firm

Financial Management, Inc. CRD 108350

$224M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 11/1986 → Present
  Financial Management, Inc.
  Little Rock, AR
• 07/1994 → 03/2021
  Univ. Of Ark. For Medical Sciences
  Little Rock, AR
• 11/2016 → Present
  Barefoot Consultants
  Dallas, TX

Other Businesses

BAREFOOT CONSULTANTS, INC., NOT INVESTMENT RELATED, 610 UPTOWN BLVD., SUITE 2000-721, Cedar Hill, TX 75104, INDEPENDENT COACH - PROVIDES LIFE TRANSITIONS COACHING FOR CLIENTS CONSIDERING RETIRING AND/OR MOVING INTERNATIONALLY. APPROX 20 HOURS/MO. (0 HRS DURING TRADING HOURS).

Exams

• S66 Uniform Combined State Law Examination
  2003-05-08

Designations

• Certified Financial Planner