James Charbonneau
Investment adviser representative at Global Retirement Partners LLC
11 yearsExperience
2 statesRegistered in
$169.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hub International Investment ServicesDec 2025 to now
- Global Retirement Partners, LLCJun 2023 to now
- LPL Financial LLCJun 2023 to now
- Fortune Financial Services, Inc.Jun 2020 to Jun 2023
- Golden Green, Inc.Jun 2020 to Jun 2023
- Cetera Advisor Networks LLCNov 2017 to Jun 2020
- Goldman Sachs Personal Financial MgmtJul 2015 to Jun 2020
- United Capital Financial Advisers, LLCJul 2015 to Jun 2020
- Girard SecuritiesJul 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2148576
- Firm CRD
- 172011