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Jay Robinson Cpwa Email & Phone Number
Managing Director, RIA Partnerships
at
The Well Recruiting Solutions
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director, RIA Partnerships
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Jay Robinson Cpwa? Overview
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Quick answer
Jay Robinson Cpwa is listed as Managing Director, RIA Partnerships at The Well Recruiting Solutions, a with 19 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Jay Robinson Cpwa.
Jay Robinson Cpwa previously worked as VP Mergers & Acquisitions; Partner Development at Mercer Advisors and Managing Director at Charles Schwab. Jay Robinson Cpwa holds Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services from University Of Minnesota Duluth.
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The Well Recruiting Solutions
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Profile bio
About Jay Robinson Cpwa
30+ years in the financial services industry.For nearly 20 years, I have had the incredibly good fortune to work alongside hundreds of RIAs of all sizes, helping them create stronger businesses to better serve their clients and teams. Now at Mercer Advisors, I support RIA executives in assessing the optimal strategic path for their clients, employees and themselves. We are transition specialists. I’m happy to share my thoughts on how we can support your journey.www.merceradvisors.com/acquisitionsEstablished in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, tax planning and preparation, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. For more information, visit www.merceradvisors.com.
Current workplace
Jay Robinson Cpwa's current company
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The Well Recruiting Solutions
6 roles · 28 years
Jay Robinson Cpwa work experience
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Vp Mergers & Acquisitions; Partner Development
Current
Jan 2024 - Present
Managing Director
Account specific questions and transactions cannot be addressed in this forum; please call 877-687-4085. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints.Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab© 2017 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited.
Mar 2006 - Oct 2023
2004 - 2006
~2 yrs
Regional Director
Piper Jaffray
2003 - 2004
~1 yr
Rvp
1999 - 2003
~4 yrs
1 education record
Jay Robinson Cpwa education
FAQ
Frequently asked questions about Jay Robinson Cpwa
Quick answers generated from the profile data available on this page.
What company does Jay Robinson Cpwa work for?
Jay Robinson Cpwa works for The Well Recruiting Solutions.
What is Jay Robinson Cpwa's role at The Well Recruiting Solutions?
Jay Robinson Cpwa is listed as Managing Director, RIA Partnerships at The Well Recruiting Solutions.
Where is Jay Robinson Cpwa based?
Jay Robinson Cpwa is based in Greater Minneapolis-St. Paul Area, United States while working with The Well Recruiting Solutions.
What companies has Jay Robinson Cpwa worked for?
Jay Robinson Cpwa has worked for The Well Recruiting Solutions, Mercer Advisors, Charles Schwab, Rbc Dain Rauscher, and Piper Jaffray.
How can I contact Jay Robinson Cpwa?
You can use AeroLeads to view verified contact signals for Jay Robinson Cpwa at The Well Recruiting Solutions, including work email, phone, and LinkedIn data when available.
What schools did Jay Robinson Cpwa attend?
Jay Robinson Cpwa holds Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services from University Of Minnesota Duluth.
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