Jenna Kay Witherbee

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

• 05/2013 → 06/2017
  Independent Financial Partners
  Boston, MA
• 11/2010 → Present
  Lpl Financial Llc
  Edina, MN
• 06/2017 → Present
  Global Retirement Partners, Llc
  Edina, MN

Previous Registrations

• 2013-04-29 → 2017-06-21
  Independent Financial Partners
  Edina, MN
• 2010-11-30 → 2012-02-10
  Lpl Financial Llc
  Fort Mill, SC
  Bryan, OH
  Edina, MN
• 2009-09-15 → 2010-11-30
  Nrp Advisors, Inc.
  Edina, MN
  Bryan, OH
• 2009-04-27 → 2009-09-22
  Wells Fargo Clearing Services, Llc
  Bloomington, MN

Other Businesses

1. 9/25/2012 - 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 - DBA: (HYBRID) 401(k) Plan Professionals - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/21/2017 - 120 Hours Per Month During Securities Trading. 3. 7/31/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/21/2017 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 7/2018. I expect to spend approximately 120 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. 4. 02/03/2025 - Independent School District #876 - Non-Profit Board Member - Not Investment Related - Annandale, MN - Start Date 01/06/2025 - 15 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-04-06

Other Names

• Jenna Carlen
• Jenna Kay Carlen
• Jenna Kay Carlen