Janet Robinson has been Managing Partner of Oak Asset Management since April 2017, is a control person of the firm and directly owns between 25% and 50% of it.
Oak Asset Management, LLC is a Westlake Village, CA firm with $414M under management, 251 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Janet Robinson’s longest registration was 13 years at Wells Fargo Advisors Financial Network, LLC (2004–2017). Before joining Oak Asset Management in 2017, Janet Robinson was registered through Wells Fargo Advisors Financial Network, LLC and UBS Financial Services Inc.
- Oak Asset Management, LLCCurrent– present · 9 yearsWestlake Village, CA · Adviser representative · Firm CRD 287856
- Wells Fargo Advisors Financial Network, LLC– · 13 yearsWestlake Village, CA · Adviser representative · Firm CRD 11025
- UBS Financial Services Inc.– · 6 yearsWoodland Hills, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Janet Robinson is registered as an investment adviser representative in 2 states. Each was approved in May 2017.
- CaliforniaSince 8 May 2017
- TexasSince 8 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 16 March 2001 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 4 December 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 1984 |
| Series 7 | General Securities Representative Examination | 14 April 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Janet Marie Robinson
- CRD
- 1260217
- Firm
- Oak Asset Management · CRD 287856
- Role
- Managing Partner
- Office
- 2535 Townsgate Road, Suite 300, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- April 1984
- Disciplinary history
- Not yet shown here · SEC record
Where does Janet Robinson work?
Janet Robinson has been Managing Partner of Oak Asset Management, LLC since April 2017, and is a control person of the firm.
Is Janet Robinson a financial advisor?
Yes. Janet Robinson has a current investment-adviser registration in California and Texas, through Oak Asset Management since May 2017.
How many years of experience does Janet Robinson have?
Janet Robinson has 42 years in the financial industry, since April 1984, across 3 adviser firms.
What exams has Janet Robinson passed?
Janet Robinson has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in April 1984. FINRA credited Janet Robinson with the SIE, which began in October 2018.
Where did Janet Robinson work before Oak Asset Management?
Before Oak Asset Management, Janet Robinson was registered through UBS Financial Services Inc., July 1997 to April 2004.
Where is Janet Robinson based?
Janet Robinson’s registered office is in Westlake Village, CA.
Is Janet Robinson registered with FINRA?
No. Janet Robinson has no current broker registration.
How can I verify Janet Robinson’s record?
Search CRD 1260217 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Janet Robinson’s full registration record.