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Jacquelyn Diane Robinson

Advisor at IP Financial Advisory Services LLC — Bolivar, PA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Bolivar, PA

IP Financial Advisory Services LLC logo

IP Financial Advisory Services LLC

Multi-team

Total advisors

129

Across 107 offices

Clients per advisor

16 Very Low

Avg AUM per client

$240,578 Very Low

HNW client ratio

0% Very Low

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

See office

Bolivar, PA

Bolivar PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

31 years of industry experience

All Abilities

2023 - Present • 3 years

Export, PA

IP Financial Advisory Services LLC

2020 - Present • 6 years

Charlotte, NC

Innovation Partners LLC

2020 - Present • 6 years

Charlotte, NC

Nationwide Ins

2005 - Present • 21 years

Ligonier, PA

Nationwide Securities Inc

2005 - 2020 • 15 years

Dublin, OH

Mary Kay Cosmetics

2003 - Present • 23 years

Indiana, PA

Robinsons Computer Services

1991 - Present • 35 years

Bolivar, PA

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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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

General estate planning guidance Charitable giving & philanthropy
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Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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David B

Series 65

Johnstown, PA

Blue Horizon Wealth Management, LLC

David Bonski is a financial advisor with Blue Horizon Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and clients maintain implementation control without discretionary trading authority.

Wealth management
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Isaac N

Series 65

Ligonier, PA

Jarrod Adams Investing, LLC

Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Nick A

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

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

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

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