Jenna Elaine Bredvik

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

• 01/2021 → 11/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2020 → 08/2020
  Frankie's Market
  Tisbury, MA
• 09/2019 → 05/2020
  Skidmore College Career Development Center
  Saratoga Springs, NY
• 06/2019 → 08/2019
  Scholastic Inc.
  New York, NY
• 05/2018 → 07/2018
  Springfield Eye Associates
  Springfield, MA
• 06/2017 → 09/2017
  Festival Of Arts / Pageant Of The Masters
  Laguna Beach, CA
• 09/2016 → 05/2020
  Skidmore College
  Saratoga Springs, NY
• 09/2018 → 12/2018
  Sie Study Abroad Program
  Paris
• 08/2020 → 12/2020
  Unemployed
  Wilbraham, MA
• 11/2023 → Present
  Lpl Financial Llc
  Tarrytown, NY
• 11/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 12/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2021-06-29 → 2023-11-27
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) 11/17/2023: HUB INTERNATIONAL - Outside/W-2 Employment - Servicing 401k clients - NY 10018 - Non investment related - 160 Hours per month - Start date: 11/06/2023. 2) 11/17/2023: STONESTREET ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 11/17/2023: HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 11/30/2023: HUB RETIREMENT AND WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 11/6/2023; 160hrs/mo.; 8hrs during trading. 5) 11/30/2023: STONESTREET ADVISOR GROUP; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 11/6/2023; 160hrs/mo.; 8hrs during trading. 6) 11/30/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; start date 11/6/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 11/2023. 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
  2020-12-19

Other Names

• Jenna Bredvik