Jenna
Bredvik

Global Retirement Partners LLC

CRD#7327592
Investment Advisor
in New York, NY

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About this Advisor

Jenna Bredvik is a financial advisor based in New York, New York, working with Global Retirement Partners LLC. Jenna has previously held positions at Equitable Advisors, LLC, Frankie'S Market, Skidmore College Career Development Center, Scholastic Inc, Springfield Eye Associates, Festival Of Arts / Pageant Of The Masters, Skidmore College, Aeropostale, Camp Calumet Lutheran, Sie Study Abroad Program, Minnechaug Regional High School, Lpl Financial LLC, and Global Retirement Partners, LLC. Jenna has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jenna is part of Global Retirement Partners LLC, which operates out of New York, New York. 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 66

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

New York, NY

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

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

505

NY Average: 43
Total Number of Accounts

28,908

NY Average: 3,727
Average Account Size

$4,867,886

NY 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

Jenna Bredvik Work History

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Global Retirement Partners, LLC

2021 - 2023 (2 years)

Equitable Advisors, LLC

2020 - 2020 (< 1 year)

Frankie'S Market

2019 - 2020 (1 year)

Skidmore College Career Development Center

2019 - 2019 (< 1 year)

Scholastic Inc

2018 - 2018 (< 1 year)

Springfield Eye Associates

2018 - 2018 (< 1 year)

Sie Study Abroad Program

2017 - 2017 (< 1 year)

Festival Of Arts / Pageant Of The Masters

2016 - 2020 (4 years)

Skidmore College

2016 - 2016 (< 1 year)

Aeropostale

2015 - 2015 (< 1 year)

Camp Calumet Lutheran

2012 - 2016 (4 years)

Minnechaug Regional High School

Disclosures

Please visit the SEC profile of Jenna Bredvik 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
Patrick Morrell
San Rafael, CA
William Millico
San Rafael, CA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
Douglas Stalter
Cleveland, OH
Tyler Brewer
Mercer Island, WA
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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