Terra Jahns
Terra Jahns is a registered investment advisor at Global Retirement Partners LLC, based in Northbrook, IL, with 11 years of industry experience. Terra 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
707 Skokie Blvd. Suite 400, Northbrook, IL, 60062
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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
Terra works full-time at HUB International and Global Retirement Partners, LLC, providing administrative support and acting as a registered investment advisor. These activities are investment-related and take up a significant amount of Terra's time.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Highpoint Planning Partners
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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