Adviser and broker representative · Ip Financial Advisory Services LLC

Jacquelyn D. Robinson

CRD 1721233 · Charlotte, NC

At a glance

Jacquelyn D. Robinson is an investment adviser representative with Ip Financial Advisory Services LLC in Charlotte, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacquelyn’s SEC record dates to 2003, about 23 years ago. Jacquelyn is also registered as a broker representative.

Current advisory firm

Ip Financial Advisory Services LLCSince July 2020Charlotte, NC · $481M in regulatory assets

SEC adviser record

Registered since: 2003 (23 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Jacquelyn’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 2 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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