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Jason Christopher Robinson

BFC Planning, Inc.

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About Jason Christopher Robinson

Jason Robinson is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA. Jason has over 6 years of experience in the financial services industry. Jason is a registered representative and investment advisor representative. Jason holds the Series 7, Series 63, and Series 65 licenses. Jason works with individual investors, families, and businesses to provide financial planning, investment management, and retirement planning services. Jason is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Jason Robinson is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor fee

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Jason Robinson’s Registration & Firm History

IA

06/14/2022 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

IA

10/25/2017 - 11/26/2019

SECURIAN FINANCIAL SERVICES, INC. (HIAWATHA IA)

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Licenses & Designations

IA

Issued 06/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Christopher Robinson.
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