Charles Jacob Taylor
Investment adviser representative at Global Retirement Partners LLC
14 yearsExperience
4 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
14 years in the industry.
- Hub International Investment ServicesSep 2026 to now
- Global Retirement Partners, LLCSep 2024 to now
- LPL FinancialFeb 2022 to now
- Onion Creek Golf ClubAug 2021 to Jan 2022
- Rachel Taylor Swim SchoolMay 2021 to Jul 2021
- The Bandit Golf ClubJan 2021 to May 2021
- Rachel Taylor Swim SchoolMay 2020 to Jul 2020
- UnemployedJul 2019 to May 2020
- Rachel Taylor Swim SchoolMay 2019 to Jul 2019
- Texas Ski RanchAug 2018 to May 2019
- Rachel Taylor Swim SchoolMay 2018 to Jul 2018
- Texas State UniversityAug 2017 to Dec 2021
- Nas Lemoore AquaticsJun 2017 to Aug 2017
- Lemoore High SchoolAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, IA, OR).
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
- 7499010
- Firm CRD
- 172011