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Jonathan Robinson

Jonathan Jay Robinson
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

301 College St

Suite 204,

Asheville, NC 28801-2449

Jay.Robinson@Truist.com

Phone 828-333-9884

Fax 828-258-7375

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About me

Background

Jonathan "Jay" Robinson is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of industry experience. Jay is dedicated to helping his clients address their investment goals by constructing asset allocation models and developing the appropriate blend of investments, funds, and managers best suited to meet each of their needs. He also provides clients a broad range of planning and advisory services with an emphasis on behavioral finance and retirement income structuring. 

Jay began his investment career in 1997 with A.G. Edwards and Sons. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors Degree in Business Administration
Western Carolina University 1979 1983

Personal Interests

Jay is a native of Asheville, North Carolina, and a graduate of Western Carolina University with a degree in business administration. Outside of the office, you’ll find him on the tennis court, riding his bike, or spending time reading a good book. He and his wife, Kelly, and their trusted Lab, Lionel, also love hiking the mountain trails of Western North Carolina.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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