Jennifer Marie Jorgenson
Investment adviser representative at Global Retirement Partners LLC
20 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
20 years in the industry.
- Global Retirement Partners, LLCJan 2026 to now
- LPL Financial LLCJan 2026 to now
- Cetera Wealth Services, LLCFeb 2022 to Jan 2026
- Triad Advisors, Inc.Feb 2017 to Dec 2021
- Channel FinancialMar 2015 to Dec 2021
- Resources Investment Advisors, Inc.Mar 2015 to Dec 2021
- LPL Financial ServicesMar 2006 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 3241565
- Firm CRD
- 172011