James Trevor Oshaughnessy
Investment adviser representative at Global Retirement Partners LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Global Retirement Partners, LLCJul 2021 to now
- LPL Financial LLCNov 2010 to now
- Hub InternationalJan 2019 to Oct 2022
- Sheridan Road Advisors LLC, a Hub International CompanyJul 2018 to Oct 2022
- Independent Financial PartnersOct 2010 to Jan 2019
- Sheridan Road Financial, LLCJan 2005 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2284652
- Firm CRD
- 172011