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Jeffery R

Series 63, Series 66

Troy, NC

OSAIC Institutions, INC.

Jeffery Robinson is a financial advisor with OSAIC Institutions, INC. in Troy, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at First Bancorp since 2016 and previously at Infinex Investments, Inc. and Community One. Outside of his advisory role, he serves as Chairman of the Budget and Finance Committee for the First Baptist Church in Biscoe, NC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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