Jasonn Potter is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 23 years of industry experience. Jasonn 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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
Jasonn works as a financial advisor to corporate retirement plans through GBS Retire, providing 401k/retirement plan consulting. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
MML Distributors, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
Guardian Investor Services LLCBroker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.