Jacob Zaire Robinson
Investment Adviser Representative at ALLY Invest Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Zaire Robinson is an investment adviser representative with ALLY Invest Advisors in Charlotte, NC, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 35
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ally Invest Securities LLCJul 2023 – no end date reportedCharlotte, NC
- Charlotte City ClubSep 2023 – Feb 2024Charlotte, NC
- Total Wine & MoreSep 2022 – Dec 2022Kennesaw, GA
- Ally FinancialMay 2022 – Jul 2023Charlotte, NC
- Total Wine & MoreNov 2021 – Feb 2022Kennesaw, GA
- Target Inc.Dec 2020 – Feb 2021Woodstock, GA
- Ally FinancialMay 2021 – Aug 2021Charlotte, NC
- State Farm AgencyJun 2019 – Jul 2019Atlanta, GA
- Delta Community Credit UnionJul 2017 – Aug 2018Marietta, GA
- Marietta High SchoolAug 2014 – May 2018Marietta, GA
- Hampton UniversityAug 2018 – May 2021Hampton, VA
- Hodges UniversityAug 2021 – Dec 2022Fort Myers, FL
- Hodges UniversityAug 2023 – May 2024Fort Myers, FL
- Ally Invest AdvisorsNov 2024 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ALLY Invest Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100,000 (waivable)
- Tier 1 - First $250,0000.85%
- Tier 2 - Next $750,000 up to $1,000,0000.80%
- Tier 3 - Above $1,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Self-Directed Trading (stocks, bonds, ETFs and more with no commission fees on most U.S.-listed securities), Robo Portfolio (automated goal-based investing with no advisory fee or 0.30% per year), and Personal Advice (personalized financial planning and ongoing investment advice from a financial advisor at an annual advisory fee ranging from 0.85% to 0.75%).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 87
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-79305
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at ALLY Invest Advisors
Showing 12 of 87 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Zaire Robinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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