JL
JL

Justin Londergan

12 Years of Experience
San Rafael, CA

Justin Londergan is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 12 years of industry experience. Justin 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 ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$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

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Global Retirement Partners LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Mayflower Advisors
July 2020 - March 2024 · 3 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
April 2017 - July 2020 · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2017 - July 2020 · 3 yrs 3 mos
Eldridge Investment Advisors INC
June 2013 - April 2017 · 3 yrs 10 mos
LPL Financial LLC
May 2013 - May 2017 · 4 yrs
LPL Financial LLCBroker
May 2013 - May 2017 · 4 yrs
State Registrations1 state
MA
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.