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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-01
CO RA APPROVED 2020-05-28
  • TX RA
    APPROVED
    Since 2025-10-01
  • CO RA
    APPROVED
    Since 2020-05-28

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

2793 Skyline Court, Suite D, Grand Junction, CO 81506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stanfield Restaurants Grand Junction CO 03/2009 Present
Waddell & Reed, Inc Grand Junction CO 08/2010 01/2017
Various Insurance Carriers For W&R Insurance Agencies Grand Junction CO 08/2010 01/2017
Stanfield Group Llc Grand Junction CO 06/2013 Present
Jason Stanfield Grand Junction CO 09/2005 Present
South Bay Partners Llc Grand Junction CO 06/2007 Present
Youth Sports Coach Grand Juction CO 04/2007 09/2019
Lpl Financial, Llc Grand Junction CO 01/2017 Present
Cornerstone Wealth Management Dba Insight Financial Solution Grand Junction CO 01/2017 05/2020
Global Retirement Partners, Llc Grand Junction CO 05/2020 Present
  • 03/2009 → Present
    Stanfield Restaurants
    Grand Junction, CO
  • 08/2010 → 01/2017
    Waddell & Reed, Inc
    Grand Junction, CO
  • 08/2010 → 01/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Grand Junction, CO
  • 06/2013 → Present
    Stanfield Group Llc
    Grand Junction, CO
  • 09/2005 → Present
    Jason Stanfield
    Grand Junction, CO
  • 06/2007 → Present
    South Bay Partners Llc
    Grand Junction, CO
  • 04/2007 → 09/2019
    Youth Sports Coach
    Grand Juction, CO
  • 01/2017 → Present
    Lpl Financial, Llc
    Grand Junction, CO
  • 01/2017 → 05/2020
    Cornerstone Wealth Management Dba Insight Financial Solution
    Grand Junction, CO
  • 05/2020 → Present
    Grand Junction, CO
Previous Registrations
Other Businesses

1. 01/03/2017 - STANFIELD GROUP LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 100%/ GRAND JUNCTION, CO 2. 01/03/2017 - INSIGHT FINANCIAL SOLUTIONS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 5%/ GRAND JUNCTION, CO 3. 7/6/2020 - INSIGHT FINANCIAL SOLUTIONS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/10/2017 - 40 Hours Per Month/6 Hours During Securities Trading. 4. 7/6/2020 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/28/2020 - 40 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Global Reitrement Partners, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 2/2/2021 - DWC Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/01/2021 - 20 Hours Per Month/15 Hours During Securities Trading. 6. 09/13/2021 - Western Slope Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 7. 10/27/2025- Western Slope Advisors- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 09/01/2025- 10 Hours Per Month- 10 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-04
  • S66 Uniform Combined State Law Examination
    2010-03-04
Designations
Other Names
  • Jason Tyrone Stanfield
  • Jason Stanfield

View on SEC IAPD

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