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James Jacob Bartoszewicz

Global Retirement Partners LLC

Pittsburgh, PA

San Rafael, CA

CRD 2801043

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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:

Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-23
WV RA APPROVED 2026-02-13
CT RA APPROVED 2026-02-10
OH RA APPROVED 2026-02-10
TX RA APPROVED_RES 2026-02-10
VA RA APPROVED 2026-02-10
PA RA APPROVED 2021-12-01
  • IL RA
    APPROVED
    Since 2026-02-23
  • WV RA
    APPROVED
    Since 2026-02-13
  • CT RA
    APPROVED
    Since 2026-02-10
  • OH RA
    APPROVED
    Since 2026-02-10
  • TX RA
    APPROVED_RES
    Since 2026-02-10
  • VA RA
    APPROVED
    Since 2026-02-10
  • PA RA
    APPROVED
    Since 2021-12-01

Branch Locations

210 Sixth Ave., 30Th Floor, Pittsburgh, PA 15222 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • 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
Fiducia Group, Llc Pittsburgh PA 01/2009 Present
Global Retirement Partners, Llc San Rafael CA 12/2021 Present
Previous Registrations
  • 2009-01-23 → 2022-03-04
    Fiducia Group, Llc
    Pittsburgh, PA
  • 2007-10-31 → 2009-01-15
    Financial Telesis Inc
    San Rafael, CA
    San Rafael, CA
    Pittsburg, PA
  • 2005-08-01 → 2007-10-30
    Cowden Advisers, Inc.
    Pittsburgh, PA
  • 2000-12-21 → 2005-02-28
    Invesmart Advisors Inc
    Pittsburgh, PA
Other Businesses

C&J Enterprises, LLC: Principal HUB International: Senior Vice President, Retirement Plan Consulting Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-27
S63 Uniform Securities Agent State Law Examination 1996-12-30
  • S65 Uniform Investment Adviser Law Examination
    2000-11-27
  • S63 Uniform Securities Agent State Law Examination
    1996-12-30
Other Names
  • Jim Bartoszewicz

View on SEC IAPD

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Nearby Investors

BRANDON JAMES HAYNES
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Nearby Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
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