Jonathan Taylor Young
Investment adviser representative at Global Retirement Partners LLC
13 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
13 years in the industry.
- Global Retirement Partners, LLCJun 2026 to now
- Hub InternationalJun 2026 to now
- Shuster Advisory Group, LLCJun 2024 to now
- California Polytechnic State UniversitySep 2022 to Mar 2024
- Hephatha Lutheran Church and SchoolJun 2020 to Aug 2022
- StudentAug 2013 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8149318
- Firm CRD
- 172011