Scott Robinson has been an investment adviser representative at Oakworth Asset Management since July 2025, and is not listed among the firm’s executive officers or direct owners. Scott Robinson holds a Bachelor of Arts in Marketing from California State University and an Associate in Arts in Business Administration from Fullerton College.
Oakworth Asset Management, LLC is a Birmingham, AL firm with $846M under management, 565 clients and 19 advisers across 4 offices, as of its March 2026 filing.
Scott Robinson is Client Advisor, Wealth Management at Oakworth, based in Nashville. Before joining Oakworth in 2024 he spent over eight years as a private banker with JPMorgan Chase Bank, helping clients in Middle Tennessee. He works with clients seeking to better understand estate planning, trusts and business continuity planning.
Scott Robinson’s longest registration is the current one, 1 year at Oakworth Asset Management since 2025. Before joining Oakworth Asset Management in 2025, Scott Robinson was registered through J.P. Morgan Securities LLC.
- – present · 1 yearBrentwood, TN · Adviser representative · Firm CRD 335388
- J.P. Morgan Securities LLC– · under a yearHendersonville, TN · Adviser representative · Firm CRD 79
Professional designations
Listed by Oakworth Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Scott Robinson is registered as an investment adviser representative in Tennessee, since July 2025.
- TennesseeSince 3 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 November 2021 |
| Series 7TO | General Securities Representative Examination | 22 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 April 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 April 2016 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6624413
- Firm
- Oakworth Asset Management · CRD 335388
- Office
- 5511 Virginia Way, Ste. 110, Brentwood, TN 37027
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakworth.com
Where does Scott Robinson work?
Scott Robinson is an investment adviser representative registered through Oakworth Asset Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Scott Robinson a financial advisor?
Yes. Scott Robinson has a current investment-adviser registration in Tennessee, through Oakworth Asset Management since July 2025.
How many years of experience does Scott Robinson have?
Scott Robinson has 9 years in the financial industry, since April 2017, across 2 adviser firms.
What exams has Scott Robinson passed?
Scott Robinson has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 66. The earliest, the Series 6, was passed in April 2016. FINRA credited Scott Robinson with the SIE, which began in October 2018.
Where did Scott Robinson work before Oakworth Asset Management?
Before Oakworth Asset Management, Scott Robinson was registered through J.P. Morgan Securities LLC, September 2023 to June 2024.
Where is Scott Robinson based?
Scott Robinson’s registered office is in Brentwood, TN.
Is Scott Robinson registered with FINRA?
No. Scott Robinson has no current broker registration.
Is Scott Robinson a CFP?
Oakworth Asset Management lists Scott Robinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Scott Robinson’s record?
Search CRD 6624413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Robinson’s full registration record.
