Jill
Penman
Global Retirement Partners LLC
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About this Advisor
Jill Penman is a financial advisor who works in Indianapolis, Indiana with 4 years of industry experience. Penman is on the advisory team at Global Retirement Partners LLC. Over the course of their career, Penman has held roles at Principal Life Insurance Company, Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Lpl Financial, LLC, Global Retirement Partners, LLC and Princor Financial Services Corporation. Penman holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Indiana, Kentucky and Ohio. Global Retirement Partners LLC is a company operating out of San Rafael, CA. The company has offices in 193 locations and a total of 453 employees. It manages $120 billion in assets across its 25,479 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 40 charitable organizations. Of its 25,479 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Global Retirement Partners LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees depend on the financial services provided. However, fee types charged by Global Retirement Partners LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
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
Jill Penman Work History
Jill has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Global Retirement Partners, LLC
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Principal Life Insurance Company
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jill Penman 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
San Rafael, CA
Cornelius, NC
Cleveland, OH
Fort Washington, PA
Houston, TX
San Rafael, CA
Sandy, UT
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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