Jeffrey Robinson has been an investment adviser representative at The Wealth Collaborative since December 2008, and is not listed among the firm’s executive officers or direct owners. Jeffrey Robinson holds a Bachelor of Arts degree in Criminology, Law and Society from the University of California at Irvine, a Master of Science in Personal Financial Planning from Texas Tech University and a Law degree from Texas Tech University School of Law.
The Wealth Collaborative, Inc. is a Corona Del Mar, CA firm with $792M under management, 256 clients and 2 advisers in one office, as of its March 2026 filing.
Jeff Robinson is Chief Investment Officer of The Wealth Collaborative, Inc., based in Westlake Village, California. He counsels clients on all financial matters, including custom-tailored investment solutions; planning for wealth accumulation, protection and transfer; and tax minimization strategies. He came to the firm after a three-year stint in sports management.
- – present · 17 yearsCorona Del Mar, CA · Adviser representative · Firm CRD 142618
Investment adviser representative registrations
Jeffrey Robinson is registered as an investment adviser representative in California, since December 2008.
- CaliforniaSince 5 December 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Scott Robinson
- CRD
- 5625065
- Firm
- The Wealth Collaborative · CRD 142618
- Office
- 306 JASMINE AVENUE, Corona Del Mar, CA 92625
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thewealthcollaborative.com
Where does Jeffrey Robinson work?
Jeffrey Robinson is an investment adviser representative registered through The Wealth Collaborative, Inc. since December 2008, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Robinson a financial advisor?
Yes. Jeffrey Robinson has a current investment-adviser registration in California, through The Wealth Collaborative since December 2008.
How many years of experience does Jeffrey Robinson have?
Jeffrey Robinson has 17 years in the financial industry, since December 2008, across 1 adviser firm.
What exams has Jeffrey Robinson passed?
Jeffrey Robinson passed the Series 65 in November 2008.
Where is Jeffrey Robinson based?
Jeffrey Robinson’s registered office is in Corona Del Mar, CA.
Is Jeffrey Robinson registered with FINRA?
No. Jeffrey Robinson has no current broker registration.
How can I verify Jeffrey Robinson’s record?
Search CRD 5625065 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Robinson’s full registration record.
