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Janet Marie Robinson

OAK Asset Management, LLC

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About Janet Marie Robinson

Janet Marie Robinson is a financial advisor with over 30 years of experience in the industry. Janet is currently registered with Oak Asset Management, LLC, and has previously held positions with Wells Fargo Advisors Financial Network, LLC and UBS Financial Services Inc. Janet's expertise spans various areas, including portfolio management for individuals and businesses, as well as pension consulting. Janet holds the Series 7, 9, 10, 63, and 65 licenses, demonstrating her commitment to providing comprehensive financial advice.

Firm Information

Janet Robinson is currently registered with OAK Asset Management, LLC. OAK Asset Management, LLC is a registered investment advisor based in WESTLAKE VILLAGE, CA. They manage approximately $383,244,730 in assets for 741 clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer portfolio management services for individuals, businesses, and pension plans.
OAK Asset Management, LLC

2535 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$383.24M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Janet Robinson’s Registration & Firm History

CA

05/08/2017 - Present

OAK Asset Management, LLC (Westlake Village CA)

CA

03/22/2004 - 05/09/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WESTLAKE VILLAGE CA)

NJ

04/18/1984 - 04/02/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 05/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/04/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janet Marie Robinson.
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