Jason Jeskey is a registered investment advisor at Global Retirement Partners LLC, based in Newport Beach, CA, with 14 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
4695 MacArthur Ct, 6th Floor, Newport Beach, CA, 92660
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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 owns rental properties in Baltimore and Las Vegas, dedicating minimal time to each. He also operates his LPL business under the DBA GRP Financial and is an IAR for Global Retirement Partners, spending full-time hours on these activities, and is a partner in the Law Office of Jason S. Jeskey, Inc., spending a few hours per week.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
NFP Retirement
Financial Telesis INCBroker
State Registrations1 state
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