Jonathan Robinson

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

301 College St

Suite 204,

Asheville, NC 28801-2449

About me

Background

As a Senior Vice President and Financial Advisor for Truist, with more than 20 years of industry experience, I have been dedicated to helping my clients achieve 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. I also provide my clients a broad range of planning and advisory services with an emphasis on behavioral finance and retirement income structuring. I began my investment career in 1997 with A.G. Edwards and Sons. 

Registered Representative, Truist Investment Services, Inc. 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

I am a native of Asheville, NC, and a graduate of Western Carolina University with a degree in business administration. Outside of the office, you will find me on the tennis court, riding my bike or spending time reading a good book. My wife, Kelly, and our 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

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