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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
MN RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
  • MN RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

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

1001 Twelve Oaks Center Drive Suite 1030 A, Wayzata, MN 55358 • 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
Lpl Financial Services San Diego CA 03/2006 02/2017
Resources Investment Advisors, Inc. Leawood KS 03/2015 12/2021
Channel Financial Golden Valley MN 03/2015 12/2021
Triad Advisors, Inc. Norcross GA 02/2017 12/2021
Sageview Advisory Group, Llc - Crd# 126777 Golden Valley MN 11/2021 01/2026
Cetera Wealth Services, Llc El Segundo CA 02/2022 01/2026
Global Retirement Partners, Llc San Rafael CA 01/2026 Present
Lpl Financial Llc Wayzata MN 01/2026 Present
  • 03/2006 → 02/2017
    Lpl Financial Services
    San Diego, CA
  • 03/2015 → 12/2021
    Resources Investment Advisors, Inc.
    Leawood, KS
  • 03/2015 → 12/2021
    Channel Financial
    Golden Valley, MN
  • 02/2017 → 12/2021
    Triad Advisors, Inc.
    Norcross, GA
  • 11/2021 → 01/2026
    Sageview Advisory Group, Llc - Crd# 126777
    Golden Valley, MN
  • 02/2022 → 01/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2026 → Present
    San Rafael, CA
  • 01/2026 → Present
    Wayzata, MN
Previous Registrations
Other Businesses

1- 12/2025 / True Latitude Financial / Non-Variable Insurance / Investment Related / 5 hrs mth / 5 hrs during trading / Start date: 03/01/2006 2- 12/2025 / True Latitude Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 3- 01/14/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 12/2025. 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. 4- 01/14/2026 - True Latitude Financial - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-05
S63 Uniform Securities Agent State Law Examination 2000-06-16
  • S65 Uniform Investment Adviser Law Examination
    2000-12-05
  • S63 Uniform Securities Agent State Law Examination
    2000-06-16
Other Names
  • Jennifer Marie Skajewski
  • Jennifer M Jorgenson

View on SEC IAPD

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