Jessica Ballin is a registered investment advisor at Global Retirement Partners LLC, based in Edina, MN, with 25 years of industry experience. Jessica 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
7400 Metro Blvd., Suite 213, Edina, MN, 55439
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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
Jessica operates under the DBAs 401(k) Plan Professionals and Global Retirement Partners LLC, providing investment advisory services. She dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Nrp Advisors, INC.
Nrp Financial, INC.
Nrp Financial, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations5 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.