Jacob RushtonCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
Average Account Value$5,376,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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