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Jacquelyn Robinson

Advisor at IP Financial Advisory Services LLC

Updated today

Location

Bolivar, PA

Credentials

Series 63, Series 65

Industry experience

30 years

About

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

Client services

Based on IP Financial Advisory Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Consulting services to qualified retirement plans

Expertise

Based on IP Financial Advisory Services LLC

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on IP Financial Advisory Services LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for consulting and financial planning ranging from $500 to $20,000 per plan

Percentage

Less than $10,000 - $24,999: 1.25% to 3% $25,000 - $100,000: 1.00% to 2.75% $100,000 - $250,000: 0.75% to 2.50% Greater than $250,000+: 0.50% to 2.00%

Project-based

Hourly fees up to $500 per hour for consulting and financial planning services

Other

Account minimum: $150,000 Minimum fee: Financial planning and consulting services fees paid at time of service or upon billing, hourly fees up to $500 per hour, fixed fees range from $500 to $20,000 per plan Fee-only: Consulting fees on hourly, flat, recurring, or fixed-fee basis; fees paid at time of service or upon billing

Location

Bolivar, PA

Most active in

Pennsylvania

Work history

All Abilities

2023 - Present (3 years)

IP Financial Advisory Services LLC

2020 - Present (6 years)

Innovation Partners LLC

2020 - Present (6 years)

Nationwide Ins

2005 - Present (21 years)

Nationwide Securities Inc

2005 - 2020 (15 years)

Mary Kay Cosmetics

2003 - Present (23 years)

Robinsons Computer Services

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Wealth management
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Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Ligonier, PA

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General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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