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Jennifer Cooper

25 Years of Experience
Gillette, WY
Broker

Jennifer Cooper is a registered investment advisor at Global Retirement Partners LLC, based in Gillette, WY, with 25 years of industry experience. Jennifer 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 4J Court, Unit A, Gillette, WY, 82716

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jennifer is involved in several investment-related activities, including DBAs for her LPL business (HUB Retirement and Wealth Management and MRP, a division of HUB Investment Services), and providing administrative support to Global Retirement Partners. She also works in an administrative role for HUB International and is a notary, dedicating full-time hours to these activities.

Employment History
Current Registrations
Global Retirement Partners LLC
May 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Commonwealth Financial NetworkBroker
June 2017 - September 2022 · 5 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2017 - June 2017 · 0 mos
Commonwealth Financial NetworkBroker
March 2015 - June 2017 · 2 yrs 3 mos
Cetera Investment Services LLCBroker
December 2006 - January 2015 · 8 yrs 1 mo
Fintegra, LLCBroker
November 2001 - December 2006 · 5 yrs 1 mo
D.A. Davidson & CO.Broker
September 2000 - November 2001 · 1 yr 2 mos
State Registrations1 state
WY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jennifer Cooper - Financial Advisor | TrueAdvisor