Auburn Mountain Financial Education Services (Bethesda, MD)


  • Name:James Robinson
  • Title:Director

Organization Address

  • Organization Name:Auburn Mountain Financial Education Services
  • Address:Post Office Box 41026
    Bethesda, MD 20824
    United States

Organization Phone

  • Main phone:703-631-2054

Organization Web

User Address

  • Address:118 26 Federalist Way
    Fairfax, VA 22030
    United States

User Phone

  • Direct phone:301-351-8108

User Email


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  • Mission:
  • Unique Value Proposition-UVP
    Auburn Mountain Financial Education Services Corporation serves Financial Services Professionals and the Financial Services Industry. Our mission is to encourage, enable and empower Financial Services Professionals to help clients grow and protect their wealth. This improves the quality of life and contributes to a robust economy.

    Aspiring and Practicing
    Aspiring Financial Services Professionals find jobs and get started quicker with our strategies, coaching and tools. Practicing Financial Services Professionals use our expert resources to grow a profitable practice. We also serve the Financial Services Recruiters and Financial Services Managers who manages the Financial Services Professionals.

    We provide non bias, conflict free strategies and information:
    Financial Education
    Insurance Licensing
    Securities Licensing
    Sponsorship resources
    What We Do
    We enable Financial Services Professionals with a working knowledge of Securities and Insurance Regulations…in America and other counties. From there we go to the area of Insurance Licensing. We discuss timely issues such as the emerging Federal Insurance Department in the United States.

    Financial Education strategies and sources is a big part of our services. Go to our Financial Education section. You will find our Articles section very helpful and enabling. If you are considering a career in Financial Service and need sponsorship, we give you sources and strategies to do this. Are you considering getting a professional designation or need continuing education? We give you Education Providers, Insurance CE Sources and Securities CE Sources.

    For those needing help with selecting which Financial Services job is right for them, go to our Career Sources section. For the Financial Service Professional who is looking for help with growing their practice...go to “The Practice” and “Best Practices” section for ideas on Partnering, Joint Work and Client Events.

    We provide collaboration space for the Financial Service Professionals that go will beyond email. Take a look at AuburnSpace. Online Meeting Services are provided with you and your clients in mind. Keep current with relevant news from industry and peer practitioners. Go to Global News and AM Blog for relevant industry news with global perspectives also.

    We are also dedicated to helping all Americans acquire the information and gain the skills necessary to take control of their personal finances. We help Financial Services Professionals empower their clients in growing, managing and protecting their wealth. Our goal is to increase the recruitment, retention, and representation of people of color, ethnic minorities and women in the Financial Services Industry. Many multicultural candidates leave the industry prematurely because they aren’t clear about what is expected of them. Our services will change all that. The Financial Services industry offers incredible opportunities; we want to be sure that all multicultural Financial Services Professionals have successful entry into Financial Services. Equally important is that multicultural and minority Financial Services Professionals have the tools they need to grow a profitable Financial Services practice.
    Our goal is to help empower the disadvantaged and underserved populations of the United States. First we enable disadvantaged youth and adults to become Financial Services Professionals. Secondly, we help these Financial Services Professionals empower their clients to grow, manage and protect their wealth.
    We are also dedicated in serving the Financial Services Professionals who assist and counsel clients as they build, manage and protect wealth. There are appromimately million or so Financial Services Professionals who do this job each day with passion and conviction.

  • History:
  • Our origin is in our founder James Robinson’s Master Thesis “ Insurance and Estate Planning Online” (Year 2000) The American College 270 S. Bryn Mawr AvenuevBryn Mawr, PA 19010 Phone: 610.526.1000.

    We started out as Agents, Advisors, Planners Assisting Online i.e. in Year 2001 This informational website carried us to our fully operational website at

    In 2007 we evolved to Auburn Mountain Financial Education Services Corporation.
    We are a Non-Profit Organization. We are a 509(a)(1) and 170(b)(1)(A)(vi). This means that we are a non profit organization that receives a substantial part of its financial support in the form of contributions from publicly supported organizations, from a governmental unit, or from the general public. Under Section 501(c)(3) of the Internal Revenue Code -Form 1023

    Auburn Mountain is not owned by in part or whole by any for profit associations, companies or unions. Auburn Mountain Financial Education Services provides Financial Education, Insurance Licensing, Securities Licensing and Sponsorship resources for aspiring and practicing Financial Services Professionals.

    Auburn Mountain Financial Education Services Corporation
    A Virginia Corporation (May 4th, 2007)
    Non-Profit Corporation: (May 5th, 2007)
    Mail: Post Office Box 41026 Bethesda Maryland 20824
    Phone: 703-631-2054
    Corporate No: 0676885-7
    EIN: 26-0177849
    Website at and ( Verify thru WHOIS Search at
    Our Email:

  • Year established:2007
  • Endowment:Unknown


  • Executive / Trustee board size:5
  • Advisory board size:0
  • Staff size:2


  • Organization type:Grantseeker
  • Country of registration:United States
  • Tax Determination Letter:Received Determination Letter
  • IRS Section:501(c)(3)
  • IRS Subsection:509(a)(1)
  • Tax ID:26-0177849

IRS Business Master File Information

  • EIN:260177849
  • Sort (Secondary) Name:
  • Organization Address:2545 MISSION RD APT 2211
  • Organization City:NORTH POLE
  • Organization State:AK
  • Organization Zip:99705-6300
  • Group Exemption Number:0000
  • Subsection Code:03
  • Classification Code(s):2
  • Subsection/Classification Desc.:Educational Organization
  • Affiliation Code:3
  • Ruling Date:March, 2008
  • Deductibility Code:1
  • Foundation Code:15
  • Foundation Code Desc.:Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
  • Activity Code(s):
  • Activity Code Desc.(s):
  • Organization Code:1 (Corporation)
  • Exempt Org. Status Code:01 (Unconditional Exemption)
  • Tax Period:December, 2017
  • Filing Requirement Category:02 (990 - Required to file Form 990-N - Income less than $25,000 per year)
  • Accounting Period:December
  • NTEE Code:B60
  • Asset Amount:$0
  • Asset Code:
  • Income Amount:$0
  • Income Code:
  • 990 Revenue Amount:$0
  • Last Updated:2/25/2018 5:52:14 am

This information is directly from the IRS Exempt Organization Business Master File at Exempt Organizations Business Master File Extract. This information is not under the control of the Common Grant Application and is collected and compiled and can only be changed by the IRS.