Jordan Sibler is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 20 years of industry experience. Jordan 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
Jordan is a notary public, witnessing the signing of documents and verifying the authenticity of persons signing.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Iic
Avondale Partners, LLC
Avondale Partners, LLC
Avondale Partners, LLCBroker
Stanford Group Company
Stanford Group CompanyBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations6 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.