Claude Jacob Smith
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.
- Global Retirement Partners, LLCSep 2026 to now
- LPL Financial LLCSep 2026 to now
- Integrity Alliance, LLC.Nov 2025 to Sep 2026
- Lion Street AdvisorsJul 2023 to Nov 2025
- Lion Street FinancialJul 2023 to Nov 2025
- Guardian Life Insurance CompanyMay 2022 to Jul 2023
- Park Avenue SecuritiesMay 2022 to Jul 2023
- Lifetime Financial GrowthMar 2022 to May 2022
- Ellsworth Meadows Golf ClubMay 2018 to Jan 2022
- White House ChickenOct 2015 to May 2018
- Green High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7516834
- Firm CRD
- 172011