John Robertson has been an investment adviser representative at Colonial River Investments since October 2016, and is not listed among the firm’s executive officers or direct owners. John Robertson holds a Bachelor's degree in Business Administration from Christopher Newport University.
Colonial River Investments, LLC is a Midlothian, VA firm with $464M under management, 1,798 clients and 8 advisers across 8 offices, as of its March 2026 filing.
John Robertson is LPL Registered Principal and Wealth Strategist of Colonial River Wealth Management. He has more than 40 years in the financial industry and has developed a specialty in helping clients understand Medicare and Medicare Supplemental Plans. He serves as an Office of Supervisory Jurisdiction delegate for Colonial River Investments, LLC, assisting with compliance oversight.
John Robertson’s longest registration is the current one, 9 years at LPL Financial LLC since 2016. Before joining Colonial River Investments in 2016, John Robertson was registered through Lincoln Financial Advisors Corporation.
- – present · 9 yearsAdviser representative · Firm CRD 284839
- LPL Financial LLCAlso current– present · 9 yearsWilliamsburg, VA · Adviser representative and broker · Firm CRD 6413
- Lincoln Financial Advisors Corporation– · 8 yearsVirginia Beach, VA · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
John Robertson is registered as an investment adviser representative in Virginia, since October 2016.
- VirginiaSince 28 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 5 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 March 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 4 November 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 1983 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Donald Robertson
- CRD
- 1200536
- Firm
- Colonial River Investments · CRD 284839
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- colonialriver.com
Where does John Robertson work?
John Robertson is an investment adviser representative registered through Colonial River Investments, LLC since October 2016, and is not listed among the firm’s executive officers or direct owners.
Is John Robertson a financial advisor?
Yes. John Robertson has a current investment-adviser registration in Virginia, through Colonial River Investments since October 2016.
How many years of experience does John Robertson have?
John Robertson has 43 years in the financial industry, since October 1983, across 3 adviser firms.
What exams has John Robertson passed?
John Robertson has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in October 1983. FINRA credited John Robertson with the SIE, which began in October 2018.
Is John Robertson registered with FINRA?
Yes. John Robertson has a current broker registration, under CRD 1200536.
Source: FINRA BrokerCheck
How can I verify John Robertson’s record?
Search CRD 1200536 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Robertson’s full registration record.