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Inactive

Jeffrey A Jenness

Global Retirement Partners LLC

San Rafael, CA

Brownsburg, IN

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Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-02-06
  • IN RA
    APPROVED
    Since 2023-02-06

Branch Locations

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

900 East 56Th Street, Brownsburg, IN 46112 • 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
Global Retirement Partners, Llc San Rafael CA 01/2023 Present
State Bank Brownsburg IN 08/2022 Present
Consultant (Retirement Services) Noblesville IN 03/2022 07/2022
Servant Solutions, Inc. Anderson IN 05/2019 02/2022
Servant Solutions, Inc. Anderson IN 06/1993 05/2019
  • 01/2023 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 08/2022 → Present
    State Bank
    Brownsburg, IN
  • 03/2022 → 07/2022
    Consultant (Retirement Services)
    Noblesville, IN
  • 05/2019 → 02/2022
    Servant Solutions, Inc.
    Anderson, IN
  • 06/1993 → 05/2019
    Servant Solutions, Inc.
    Anderson, IN
Other Businesses

Trustee: Anderson University Board Chair: Children of Promise (caring for children in 30 countries.)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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