Catherine Marie Jaeger

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 06/2018
  Ohanesian / Lecours, Inc.
  West Hartford, CT
• 05/2018 → 11/2018
  Thrivent Investment Management Inc
  Charlotte, NC
• 06/2018 → 11/2018
  Charles Beatty - Thrivent Financial
  Charlotte, NC
• 12/2018 → 12/2023
  Lpl Financial Llc
  Fort Mill, SC
• 12/2023 → Present
  Hub International
  Indian Land, SC
• 01/2025 → Present
  Lpl Financial Llc
  Indian Land, SC
• 01/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2018-12-21 → 2023-12-20
  Lpl Financial Llc
  Fort Mill, SC
• 2018-05-31 → 2018-12-11
  Thrivent Investment Management Inc.
  Charlotte, NC
  Heathrow, FL
• 2017-09-28 → 2018-05-30
  Ohanesian / Lecours, Inc.
  Indian Land, SC
  West Hartford, CT

Other Businesses

1) 01/2025 - HUB INTERNATIONAL / Outside/W-2 Employment / non Inv Related / INDIAN LAND, SC 29707 /Start date 12/18/2023 - 160 Hrs per month - 100% Time Spent 2) 01/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Inv Related / INDIAN LAND, SC 29707 /Start date 12/18/2023 3) 01/15/2025- HUB RETIREMENT AND WEALTH MANAGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 12/18/2023- 160 Hours Per Month- 8 Hours During Trading 4) 01/15/2025- GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 12/18/2023- 160 Hours Per Month- 8 Hours During Trading- I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 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.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-17

Other Names

• Catherine Marie Belcher
• Catherine Marie Jaeger
• Catherine Marie Belcher
• Catherine Marie Belcher