Bruce
Jensen
Global Retirement Partners LLC
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About this Advisor
Bruce Jensen is a financial advisor who works in Sandy, Utah with a total of 3 years of relevant experience. Jensen is on the advisory team at Global Retirement Partners LLC. Throughout their career, they have worked at Mml Distributors, LLC, Massachusetts Life Insurance Company, Mml Investors Services LLC, Lpl Financial, LLC and Global Retirement Partners, LLC. Jensen holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in California and Utah. Global Retirement Partners LLC is a registered investment firm that has its headquarters in San Rafael, CA. It has offices in 193 locations and a total of 453 advisors. It manages $120 billion in assets under management between its 25,479 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 40 charitable organizations. Of its 25,479 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs 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 largely depend on which service is provided. However, fees charged by Global Retirement Partners LLC most likely 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
Bruce Jensen Work History
Bruce has been registered as a financial advisor for 3 years.*
Global Retirement Partners, LLC
Lpl Financial, LLC
Mml Distributors, LLC
Massachusetts Life Insurance Company
Mml Investors Services LLC
*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 Bruce Jensen 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
Nashville, TN
San Rafael, CA
San Rafael, CA
Boston, MA
Houston, TX
San Rafael, CA
San Francisco, CA
Fort Washington, 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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