JA
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Jonathan Anderson
3 Years of Experience
San Rafael, CA
1 Disclosure
Jonathan Anderson is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 3 years of industry experience. Jonathan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
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Financial
June 2021Pending
Employment History
Current Registrations
Global Retirement Partners LLC
July 2025 - Present · 10 mos
Previous Registrations
Independent Financial Partners
June 2021 - June 2022 · 1 yr
Stancorp Investment Advisers, INC.
November 2008 - November 2010 · 2 yrs
State Registrations1 state
IL
Advisor
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.