Unclaimed Profile

Jeffrey Daniel Hamblen

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 6, Series 7, Series 22, Series 62, Series 63, Series 65CFP ChFCClean record28 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1101452Firm CRD# 172011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Daniel Hamblen · SAN RAFAEL, CA

Registration

CRD #1101452 · GLOBAL RETIREMENT PARTNERS LLC · 28 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2024 – present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Nov 2021 – present

GLOBAL RETIREMENT PARTNERS LLC

Nov 2015 – present

LPL FINANCIAL LLC

Mar 2023 – Dec 2023

MCLEAN, VA

LPL FINANCIAL LLC

Nov 2012 – Nov 2015

MCLEAN, VA

MML INVESTORS SERVICES, LLC

Feb 1998 – Dec 2012

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · February 25, 1998

Years registered · 28

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL RETIREMENT PARTNERS LLC

CRD 172011 · SEC 801-80074

AUM

$140.7B

Regulatory assets under management

Employees

505

28,908 client accounts

Services offered by GLOBAL RETIREMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL RETIREMENT PARTNERS LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Daniel Hamblen offer?

Jeffrey Daniel Hamblen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Jeffrey Daniel Hamblen's credentials?

Jeffrey Daniel Hamblen holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Daniel Hamblen located?

Jeffrey Daniel Hamblen is based in SAN RAFAEL, California, working with GLOBAL RETIREMENT PARTNERS LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Jeffrey Daniel Hamblen charge for services?

Jeffrey Daniel Hamblen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL RETIREMENT PARTNERS LLC?

GLOBAL RETIREMENT PARTNERS LLC has approximately 505 employees and manages $140.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →