Jennifer Gage
Jennifer Gage is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Tucson, AZ, with 26 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
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
1800 E.River Road, Suite 200, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Criminal
August 1996Other Business Activities
Jennifer is involved in several business activities, including Just Throw Strikes LLC (for tax/investment purposes), Bryson Wealth Management (DBA for LPL business), and Global Retirement Partners (investment advisory services). She dedicates a full-time commitment to Global Retirement Partners and Bryson Wealth Management.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Diversified Investors Securities CORP.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 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.