Jeffery Ronald Van ry
Investment adviser representative at Global Retirement Partners LLC
10 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
10 years in the industry.
- Global Retirement Partners LLCMay 2022 to now
- Global Retirement Parnters, LLCMay 2022 to now
- LPL Financial LLCMay 2022 to Nov 2024
- Cambridge Investment Research Advisors, Inc.Nov 2021 to May 2022
- Cambridge Investment Research, Inc.Nov 2021 to May 2022
- Gwfs Equities, IncFeb 2018 to Oct 2021
- Wilson & Albers Company, LLCAug 2015 to Feb 2018
- Kms Financial Services, Inc.Feb 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4254925
- Firm CRD
- 172011