Jason Stanfield
Jason Stanfield is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 25 years of industry experience. Jason 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
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
LPL Financial LLCBroker
Previous Registrations
Cornerstone Wealth Management, LLC
Waddell & ReedBroker
Waddell & Reed
AXA Advisors, LLC
AXA Advisors, LLCBroker
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
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.