John Ferguson
Investment adviser representative at Global Retirement Partners LLC
12 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
12 years in the industry.
- Hub International Investment ServicesMar 2026 to now
- Global Retirement Partners, LLCFeb 2026 to now
- LPL Financial LLCJan 2026 to now
- Legacy PlanningDec 2025 to now
- Great Gray Trust CompanyMar 2025 to Sep 2025
- Principal Securities Inc.Sep 2020 to Feb 2025
- Principal Life Insurance CompanyAug 2018 to Sep 2020
- Philadelphia Truck LinesJun 2016 to May 2018
- Widener UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7296679
- Firm CRD
- 172011