TrueAdvisor
TrueAdvisor
JS
ChFC
JS
ChFC

Jason Stanfield

Global Retirement Partners LLC
25 Years of Experience
Grand Junction, CO
Broker
View SEC Summary
View SEC Summary

Jason Stanfield is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Grand Junction, CO, with 25 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2793 Skyline Court, Suite D, Grand Junction, CO, 81506

Get directions

History

Regulatory History
Clean regulatory record

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

Jason is involved in several business activities, including Stanfield Group LLC, Insight Financial Solutions, Global Retirement Partners, LLC, DWC Wealth Advisors, and Western Slope Advisors. These activities encompass roles as a Registered Investment Advisor and business entities for tax and investment purposes, taking up a significant portion of Jason's time.

Employment History
Current Registrations
Global Retirement Partners LLC
May 2020 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Cornerstone Wealth Management, LLC
January 2017 - June 2020 · 3 yrs 5 mos
Waddell & ReedBroker
August 2010 - January 2017 · 6 yrs 5 mos
Waddell & Reed
August 2010 - January 2017 · 6 yrs 5 mos
AXA Advisors, LLC
March 2010 - August 2010 · 5 mos
AXA Advisors, LLCBroker
February 2010 - August 2010 · 6 mos
Nylife Securities LLCBroker
August 2005 - February 2010 · 4 yrs 6 mos
AXA Advisors, LLCBroker
November 2000 - July 2005 · 4 yrs 8 mos
State Registrations5 states
AZCACOTXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Grand Junction, CO →All financial advisors in Colorado →