Jeffery Hughes
Jeffery Hughes is a registered investment advisor at Global Retirement Partners LLC, based in West Des Moines, IA, with 22 years of industry experience. Jeffery 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
3636 Weston Pkwy, Ste 205, West Des Moines, IA, 50266
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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
Jeffery is involved with multiple investment-related activities, including LMC Financial Services, Global Retirement Partners, and AssuredPartners Financial Services. These activities involve providing investment advisory services and take up a significant amount of Jeffery's time.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Princor Financial Services Corporation
Principal Funds Distributor, INC.Broker
Princor Financial Services CorporationBroker
Invest Financial CorporationBroker
State Registrations8 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.