![Terra Jahns, financial advisor San Rafael CA](/img/ws/profile-blank-sq.png)
Terra Jahns (CRD# 2387514) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
![William Browne, financial advisor San Rafael CA](/img/ws/profile-blank-sq.png)
CRD# 4461199
Monetary Management Corporation
![Scott Yi, financial advisor San Rafael CA](/img/ws/profile-blank-sq.png)
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Global Retirement Partners, LLC | San Rafael, CA | Jul 2022 - Current | 2 |
Hub International | Chicago, IL | Dec 2021 - Current | 2 |
Lpl Financial, LLC | Libertyville, IL | Feb 2021 - Current | 3 |
Highpoint Advisor Group, LLC | Libertyville, IL | Feb 2021 - Jul 2022 | 1 |
David C Park | Schaumburg, IL | Feb 2020 - Feb 2021 | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2018 - Feb 2021 | 2 |
Steve Domsky | Northbrook, IL | Mar 2018 - Feb 2020 | 1 |
Northwestern Mutual Investment Services LLC | Northbrook, IL | Mar 2018 - Feb 2020 | 1 |
Steve Domsky | Northbrook, IL | Jan 2018 - Mar 2018 | < 1 |
Chase | Park Ridge, IL | Aug 2017 - Jan 2018 | < 1 |
Jp Morgan Securities Inc. | Park Ridge, IL | Aug 2017 - Jan 2018 | < 1 |
Variable Life Insurance Company | Chicago, IL | Dec 2015 - Aug 2017 | 1 |
Valic Financial Advisors Inc. | Chicago, IL | Dec 2015 - Aug 2017 | 1 |
Northwestern Mutual Investment Services LLC | Northbrook, IL | Mar 2013 - Dec 2015 | 2 |
Scott Evans | Northbrook, IL | Jan 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- IL
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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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