Jeffrey
Anderson

Global Retirement Partners LLC

CRD#7152009
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jeffrey Anderson is a financial advisor based in Phoenix, Arizona, working with Global Retirement Partners LLC. Jeffrey has previously held positions at Global Retirement Partners, Flack Global Metals, Eminess Technologies, Global Retirement Partners, LLC, and Lpl Financial. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Jeffrey is part of Global Retirement Partners LLC, which operates out of Phoenix, Arizona. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2929 E. Camelback Road, Suite 236
Phoenix, AZ 85016

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

AZ Average: $7,578,581,321
Total Number of Employees

505

AZ Average: 43
Total Number of Accounts

28,908

AZ Average: 3,727
Average Account Size

$4,867,886

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jeffrey Anderson Work History

2020 - Present (4 years)

Global Retirement Partners, LLC

2019 - Present (5 years)

Lpl Financial

2019 - 2019 (< 1 year)

Global Retirement Partners

2016 - 2019 (3 years)

Flack Global Metals

2007 - 2015 (8 years)

Eminess Technologies

Disclosures

Please visit the SEC profile of Jeffrey Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Retirement Partners LLC

Charles Merrick
Frederick, MD
Anthony Barone
Pittsburgh, PA
William Millico
San Rafael, CA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Patrick Morrell
San Rafael, CA
Douglas Stalter
Cleveland, OH
Susan Gibbs
San Rafael, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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