Michelle Robinson has been an investment adviser representative at Joss Brown Wealth Advisors Group since March 2023, and is not listed among the firm’s executive officers or direct owners.
Joss Brown Wealth Advisors Group LLC is a Williamsburg, VA firm with $162M under management, 129 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Michelle A. Robinson is a Wealth Advisor at Joss Brown Wealth Advisors. Her background includes law and experience as an entrepreneur owning and managing multiple businesses. Robinson coaches clients through the details of their financial planning.
Michelle Robinson’s longest registration is the current one, 3 years at Joss Brown Wealth Advisors Group since 2023. Before joining Joss Brown Wealth Advisors Group in 2023, Michelle Robinson was registered through Joss Brown Wealth Advisors, LLC.
- Joss Brown Wealth AdvisorsCurrent– present · 3 yearsWilliamsburg, VA · Adviser representative · Firm CRD 324719
- Joss Brown Wealth Advisors, LLC– · 3 yearsWilliamsburg, VA · Adviser representative · Firm CRD 175481
Professional designations
Listed by Joss Brown Wealth Advisors Group
- CERTIFIED FINANCIAL PLANNER™
- Certified Kingdom Advisor
Investment adviser representative registrations
Michelle Robinson is registered as an investment adviser representative in Virginia, since March 2023.
- VirginiaSince 19 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Ann-Marie Robinson
- CRD
- 7214395
- Firm
- Joss Brown Wealth Advisors Group · CRD 324719
- Office
- 1321 JAMESTOWN ROAD, SUITE 201, Williamsburg, VA 23185
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jossbrown.com
Where does Michelle Robinson work?
Michelle Robinson is an investment adviser representative registered through Joss Brown Wealth Advisors Group LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Robinson a financial advisor?
Yes. Michelle Robinson has a current investment-adviser registration in Virginia, through Joss Brown Wealth Advisors Group since March 2023.
How many years of experience does Michelle Robinson have?
Michelle Robinson has 6 years in the financial industry, since February 2020, across 2 adviser firms.
What exams has Michelle Robinson passed?
Michelle Robinson passed the Series 65 in December 2019.
Where is Michelle Robinson based?
Michelle Robinson’s registered office is in Williamsburg, VA.
Is Michelle Robinson registered with FINRA?
No. Michelle Robinson has no current broker registration.
Is Michelle Robinson a CFP?
Joss Brown Wealth Advisors Group lists Michelle Robinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Michelle Robinson’s record?
Search CRD 7214395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Robinson’s full registration record.
