Jacob Rushton, financial advisor San Rafael CA

Jacob Rushton

CRD Number: 5202815
Current Firm: Global Retirement Partners LLC

Jacob Rushton (CRD# 5202815) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 15 years of experience in the finance industry.

Similar Advisors
John McNertney, financial advisor San Rafael CA
John T. McNertney
CRD# 2289402
Polaris Wealth Advisory Group
Similar Advisors
William Browne, financial advisor San Rafael CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Rafael CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Mar 2022 - Current < 1
Association Financial Services Inc Dba Truenorth Wealth Salt Lake City, UT Jan 2018 - Jan 2022 4
Go Invest LLC West Jordan, UT Mar 2018 - Jan 2020 1
Healthequity, Inc. Draper, UT Jun 2017 - Oct 2017 < 1
Allegis Investment Services Salt Lake City, UT Oct 2015 - Aug 2017 1
Allegis Investment Advisors Salt Lake City, UT Oct 2015 - Aug 2017 1
Gbs Retire Salt Lake City, UT Oct 2015 - Jun 2017 1
Achieve Wealth Advisors, LLC Murray, UT Aug 2014 - Sep 2015 1
Sled Investment Group, LLC Murray, UT Jul 2014 - Sep 2015 1
Arete Wealth Management Centerville, UT Jan 2011 - Jun 2014 3
Wealth Navigation LLC Centerville, UT Oct 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jacob Z. Rushton
Phone Number: 415-526-2753
Registered State(s):
  • CA
  • CO
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    107,120
    MILLIONS
  • Total Number of Accounts
    19,922
    ACCOUNTS
  • Average Account Value
    $5,376,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.