Jessica Renee Ballin

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

• 11/2010 → Present
  Lpl Financial Llc
  Edina, MN
• 06/2017 → Present
  Global Retirement Partners, Llc
  Edina, MN
• 11/2010 → 06/2017
  Independent Financial Partners
  Edina, MN

Previous Registrations

• 2013-04-26 → 2017-06-21
  Independent Financial Partners
  Edina, MN
• 2010-11-30 → 2012-02-10
  Lpl Financial Llc
  Fort Mill, SC
  Bryan, OH
  Edina, MN
• 2008-03-03 → 2010-11-30
  Nrp Advisors, Inc.
  Edina, MN
• 2007-01-04 → 2008-10-15
  Nrp Financial, Inc.
  Bryan, OH
  Bryan, OH
  Edina, MN
• 2003-07-01 → 2007-01-03
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
  Bloomington, MN
• 2000-10-13 → 2003-07-01
  Prudential Equity Group, Llc
  Bloomington, MN

Other Businesses

1. 11/30/2010 - 401(k) Plan Professionals - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/31/2018 - Global Retirement Partners LLC - DBA: (HYBRID) 401(k) Plan Professionals - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/06/2014 - 140 Hours Per Month/120 Hours During Securities Trading. 3. 7/31/2018 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Investment Advisor Representative - Started 06/21/2017 - 159 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 7/2018. I expect to spend approximately 159 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
  2000-09-28

Other Names

• Jessica R Young
• Jessica Renee Young
• Jessica Renee Ballin
• Jessica Renee Ballin