Jeremy Weith
Jeremy Weith is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 20 years of industry experience. Jeremy 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
Get directionsHistory
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
Jeremy is involved in several investment-related businesses, including Sheridan Road Financial, Sheridan Road Advisors, LLC, HUB International Investment Services, Inc., and HUB Retirement and Wealth Management. These activities take up a significant amount of Jeremy's time, often full-time hours.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
HUB International Investment Services INC.Broker
Sheridan Road Advisors, LLC, a HUB International Company
LPL Financial LLC
Independent Financial Partners
Sheridan Road Advisors, LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
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.