Global Retirement Partners LLC
Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $140,720,840,748 in 28,908 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management140,721MILLION
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Terra Jahns (CRD# 2387514) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Bruce Jensen (CRD# 2256051) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sandy, UT and has over 31 years of experience in the finance industry.
Mark Jensen (CRD# 4257929) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 13 years of experience in the finance industry.
Jason Jeskey (CRD# 5927634) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 12 years of experience in the finance industry.
Michael Johnson (CRD# 4342673) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Patrick Jordan (CRD# 2596005) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 29 years of experience in the finance industry.
Gerald Kalish (CRD# 2737447) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
James Keenehan (CRD# 5010552) is an Investment Advisor Representative working at Global Retirement Partners LLC in Bethesda, MD and has over 6 years of experience in the finance industry.
Fredrick Kelley (CRD# 1651636) is an Investment Advisor Representative working at Global Retirement Partners LLC in Omaha, NE and has over 34 years of experience in the finance industry.
Sean Kelly (CRD# 5474814) is an Investment Advisor Representative working at Global Retirement Partners LLC in Santa Ana, CA and has over 15 years of experience in the finance industry.