James N. Robinson

Financial Advisor Scottsdale AZ - ARQ Wealth - Scottsdale, AZ

Partner / Wealth Advisor / Director of Business Development & Marketing

James N. “Jay” Robinson began his career in the financial services industry in 2004 and is a Founding Partner of ARQ Wealth Advisors. He is a Series 65 licensed Investment Advisor Representative with a passion for helping clients navigate retirement, tax, investment, and estate planning. Jay attended the University of Mississippi (Ole Miss) and graduated with honors from the University of Texas at El Paso (Texas Western), earning bachelor’s degrees in Psychology and Business Management. He also holds the Retirement Income Certified Professional® (RICP®) and Accredited Investment Fiduciary® (AIF®) designations.
 
Prior to co-founding ARQ Wealth Advisors, Jay was the #1 ranked wholesaler for a national financial wholesaling firm serving independent financial advisors. There, he specialized in helping advisors develop retirement income, estate planning, and wealth management strategies for high-net-worth clients.
 
Jay’s commitment to the fiduciary standard is deeply personal. His father, a Registered Investment Advisor, introduced him to the financial services profession. After his father’s passing, Jay helped transition his father’s clients—including his mother—and experienced firsthand the difference between working with a fiduciary and simply selling financial products. That experience reinforced his commitment to providing objective advice and always putting clients’ interests first.
 
Jay is passionate about helping clients simplify complex financial decisions. He believes the greatest value of financial advice extends beyond investment management by bringing retirement, tax, estate, and investment planning together into one coordinated strategy. His goal is to help clients understand their options, make informed decisions, and feel confident about their financial future.
 
In addition to working directly with clients, Jay oversees ARQ Wealth Advisors’ client experience initiatives, helping ensure every client receives the personalized service, communication, and attention that have become hallmarks of the firm.
 
A passionate financial educator, Jay has taught retirement, estate planning, Social Security, and income planning courses through local colleges and community organizations. He has also been featured as a financial contributor on ABC, NBC, CBS, FOX, and CNN.
 
Originally from Harrisonburg, Virginia, in the Shenandoah Valley, Jay relocated to Scottsdale in 2006. He enjoys spending time with his wife, Kimbra, and their family, traveling, hiking, mountain biking, wake surfing, Ole Miss football, and giving back through The Hondo, an annual charity mountain bike ride benefiting the Pancreatic Cancer Action Network (PanCAN) in memory of his father.

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