Bruce Jensen is a registered investment advisor at Global Retirement Partners LLC, based in Sandy, UT, with 31 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
75 W Towne Ridge Parkway, Tower 2, Suite 400, Sandy, UT, 84070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bruce operates his LPL business through Spectra Retirement since 2015. He is also an employee of HUB International and provides investment advisory services through Global Retirement Partners, LLC, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, LLCBroker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Nylife Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities, LLCBroker
Banc One Securities CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Intersecurities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.