Amanda Jayne Banta
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.
- Global Retirement Partners, LLCJan 2025 to now
- Hub International, Inc.Feb 2024 to now
- LPL Financial, LLCJan 2015 to now
- National Infantry AssociationFeb 2018 to Jul 2018
- N/aJul 2017 to Feb 2018
- Glock, Inc.Dec 2016 to Jul 2017
- Department of Defense Education ActivitySep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
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
- 6275658
- Firm CRD
- 172011