JG
JG

Justin Gibson

1 Year of Experience
Charlotte, NC
1 DisclosureBroker

Justin Gibson is a registered investment advisor at Global Retirement Partners LLC, based in Charlotte, NC, with 1 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1213 W Morehead St., #410, Charlotte, NC, 28208

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2026
Employment History
Current Registrations
Global Retirement Partners LLC
September 2026 - Present · 1 mo
LPL Financial LLC
September 2026 - Present · 1 mo
LPL Financial LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Wells Fargo Advisors
November 2025 - July 2026 · 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2025 - July 2026 · 8 mos
UBS Financial Services INC.
October 2024 - October 2025 · 1 yr
UBS Financial Services INC.Broker
September 2024 - October 2025 · 1 yr 1 mo
State Registrations1 state
NC
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.
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