AeroLeads people directory · profile
Jonathan Robson Email & Phone Number
Wealth Advisor
at
Robson Planning Group, Inc
1 work email found
@robsonplanning.com
2 phones found area 678 and 770
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Marietta, Georgia, United States
Who is Jonathan Robson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Robson is listed as Wealth Advisor at Robson Planning Group, Inc, based in Marietta, Georgia, United States. AeroLeads shows a work email signal at robsonplanning.com, phone signal with area code 678, 770, and a matched LinkedIn profile for Jonathan Robson.
Jonathan Robson previously worked as Managing Member at Old Trace Investors, Llc and Private Wealth Advisor at Sagemark Consulting. Jonathan Robson holds Management And Marketing, Finance from University Of Alabama At Birmingham.
Company email context
Email format at Robson Planning Group, Inc
This section adds company-level context without repeating Jonathan Robson's masked contact details.
{first_initial}{last}@robsonplanning.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Robson. Compare company email patterns before reaching out.
Profile bio
About Jonathan Robson
At Robson Planning Group, we offer comprehensive estate, business continuity, retirement and investment planning. With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We’re here to help you find the strategies toward realizing your financial goals.Throughout the financial planning process, we never lose sight of one essential element – personal service. At Robson Planning, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for financial success. When you partner with Robson Planning, you work with a team of professionals in investment and retirement planning, education funding, insurance protection and estate and business success planning.Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Robson Planning Group is a marketing designation only. 3405 Dallas Highway, Bldg 800, Suite 820Marietta, GA 30064678-391-6987
Current workplace
Jonathan Robson's current company
Company context helps verify the profile and gives searchers a useful next step.
Robson Planning Group, Inc
Website
AeroLeads page
6 roles
Jonathan Robson work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
- Robson Planning Group, Inc. is dedicated to delivering its clients sophisticated, unbiased strategies. We are committed to providing business owners, professionals, affluent individuals and their families with a.
- Estate Planning (Conservation and Distribution)
- Business Succession Planning
- Retirement & Fringe Benefit Planning
- Wealth Accumulation Planning
Managing Member
Old Trace Investors, Llc
Own and manage an 8,000 Square Foot Commercial Office Building located in Marietta, Georgia. This upscale facility is located in the Villages at Old Trace. We have wonderful tenants including PeachState Insurance Services, Syrop & Ingle, Georgia Tax Appeals, and Ramset. The address of the building is:3405 Dallas HighwayMarietta, Georgia 30064Space is.
Private Wealth Advisor
My work has helped clients identify and define the key financial goals that are important to them, their family and their business. I then evaluate their present financial arrangements with regard to their capacity to pursue their goals. Through this process, I addressed the following issues:* Estate Planning (Conservation and Distribution)* Business.
Apr 2008 - May 2010
Financial Advisor
Strategic Planning Group, Llc
Worked with Small Business Owners and Affluent individuals in the areas of Estate Planning, Business Succession Planning, Fringe Benefit & Retirement Planning and Wealth Accumulation. Practice focused on estate, capital gains, income and gift tax savings.
Apr 2001 - Apr 2008
Project Manager
Managed numerous projects to improve systems and reduced costs in the operations area of the bank. This included selection, installation and testing of multi-million dollars systems.
May 1998 - Apr 2001
2 education records
Jonathan Robson education
Management And Marketing, Finance
Chemical Engineering
FAQ
Frequently asked questions about Jonathan Robson
Quick answers generated from the profile data available on this page.
What company does Jonathan Robson work for?
Jonathan Robson works for Robson Planning Group, Inc.
What is Jonathan Robson's role at Robson Planning Group, Inc?
Jonathan Robson is listed as Wealth Advisor at Robson Planning Group, Inc.
What is Jonathan Robson's email address?
AeroLeads has found 1 work email signal at @robsonplanning.com for Jonathan Robson at Robson Planning Group, Inc.
What is Jonathan Robson's phone number?
AeroLeads has found 2 phone signal(s) with area code 678, 770 for Jonathan Robson at Robson Planning Group, Inc.
Where is Jonathan Robson based?
Jonathan Robson is based in Marietta, Georgia, United States while working with Robson Planning Group, Inc.
What companies has Jonathan Robson worked for?
Jonathan Robson has worked for Robson Planning Group, Inc, Old Trace Investors, Llc, Sagemark Consulting, Strategic Planning Group, Llc, and Regions Financial Corporation.
How can I contact Jonathan Robson?
You can use AeroLeads to view verified contact signals for Jonathan Robson at Robson Planning Group, Inc, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Robson attend?
Jonathan Robson holds Management And Marketing, Finance from University Of Alabama At Birmingham.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jonathan Robson you were looking for.
View similar profiles
