Terra Ann Jahns
Investment adviser representative at Global Retirement Partners LLC
11 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
11 years in the industry.
- Global Retirement Partners, LLCJul 2022 to now
- Hub InternationalDec 2021 to now
- LPL Financial, LLCFeb 2021 to now
- Highpoint Advisor Group, LLCFeb 2021 to Jul 2022
- David C ParkFeb 2020 to Feb 2021
- Northwestern Mutual Wealth Management CompanyMay 2018 to Feb 2021
- Northwestern Mutual Investment Services LLCMar 2018 to Feb 2020
- Steve DomskyJan 2018 to Feb 2020
- ChaseAug 2017 to Jan 2018
- JP Morgan Securities IncAug 2017 to Jan 2018
- Valic Financial Advisors IncDec 2015 to Aug 2017
- Variable Life Insurance CompanyDec 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
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
- 2387514
- Firm CRD
- 172011