Jere Elbakri
Jere Elbakri is a registered investment advisor at Global Retirement Partners LLC, based in Salt Lake City, UT, with 27 years of industry experience. Jere 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
510 South 200 West, Salt Lake City, UT, 84101
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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 ActivitiesSells Insurance
Jere is involved in several business activities, including providing investment advisory services through Global Retirement Partners (taking nearly full-time), selling fixed life insurance and fixed annuities (minimal time), and acting as President of Elevate 401(k), LLC (about 10-20% of his time). He also owns real estate rental properties and is an author.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations25 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.