Edward Jordan Wertz

Current Employers

Employment History

• 01/2013 → 08/2017
  Brigham Young University
  Provo, UT
• 07/2016 → 01/2017
  Dfpg Investments, Inc.
  South Jordan, UT
• 09/2016 → 12/2016
  Campfire Industries, Llc - The Wolf'eM Stick
  Provo, UT
• 03/2017 → Present
  Retirement Plan Consultants
  Salt Lake City, UT
• 03/2017 → Present
  United 401K Plans
  Salt Lake City, UT
• 01/2018 → Present
  Lpl Financial, Llc
  Salt Lake City, UT
• 10/2020 → Present
  Global Retirement Partners, Llc
  Salt Lake City, UT

Other Businesses

1) 07/2019 - DBA for LPL Business (entity for LPL business) - RETIREMENT PLAN CONSULTANTS INC - 100% - INVESTMENT RELATED - SALT LAKE CITY, UT 84101. 2) 12/7/2020 - Princeton Property LLC - Investment Related - Midvale, UT 84107 - Real Estate Rental - Landlord - Started 08/01/2020 - 8 Hours Per Month/0 Hours During Securities Trading - Receive rent, take care of any repairs, and maintain the property. 3) 12/18/2020 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/12/2020 - 100 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 100 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) 6/18/2021 - EJW Investments LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 8/1/2020 - 40 Hours Per Month/7 Hours During Securities Trading. 5) 01/10/2025 - Retirement Plan Consultants - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:12/18/2020 - 40 Hrs/Mth - 40 Hrs During Trading. 6) 01/08/2025 - Global Retirement Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/12/2020 - 100 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 100 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. 7) 01/08/2025- EJW Investments LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 08/01/2020- 40 Hours Per Month- 7 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-10-06

Other Names

• Jordan Wertz