Jakelyn Krisha Cruz

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

• 03/2022 → Present
  My 360 Wealth Management
  Glendale, CA
• 11/2019 → 02/2022
  Smith Brothers Corporation
  Pasadena, CA
• 03/2013 → 11/2019
  Claim Jumper Restaurants
  Valencia, CA
• 03/2022 → Present
  Lpl Financial Llc
  Glendale, CA
• 08/2014 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Other Businesses

1)06/27/2022 - Global Retirement Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2023-05-22

Other Names

• Jakelyn Krisha Bohorquez