JM
Jacalyn R. Murray
GLOBAL RETIREMENT PARTNERS LLC
Fort Lauderdale, FL 33334
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CRD#: 1397097
JM
Professional summary
Jacalyn Robin Murray, who also goes by Jacalyn Robin Ecclefield, Jacalyn Robin Murray, Jacalyn Robin Pollock, Jacalyn Robin Pollockmurray, Jacalyn Robin Ziminsky, Jacalyn Ziminsky, is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Fort Lauderdale, Florida and LPL FINANCIAL LLC located in Ft Lauderdale, Florida.
Jacalyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Jacalyn has worked at 19 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacalyn Robin Ecclefield | Jacalyn Robin Murray | Jacalyn Robin Pollock | Jacalyn Robin Pollockmurray | Jacalyn Robin Ziminsky | Jacalyn Ziminsky
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 08/2023 / HUB IN TERNATIONAL / Outside/W-2 Employment / Non INVESTMENT RELATED 2) 08/2023 / HUB RETIREMENT & WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3) 08/2023 / BLS, A DIV OF HUB RETIREMENT & WEALTH MGMT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 4) 08/2023 / Arbitrator / FINRA ARBITRATOR / INVESTMENT RELATED 5) 08/2023 / Cougar Casualty / Non-Variable Insurance - property & casualty / INVESTMENT RELATED / 5 HRS MNTH 6) 08/2023 / BLS WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 7) 08/2023 / VERITY GROUP PLLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 8 HRS MNTH 8) 08/2023 / BLS Wealth Management / Non-Variable Insurance / INVESTMENT RELATED 9) 11/27/2023: BLS WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 9/1/2023; 160hrs/mo.; 8hrs during trading. 10) 11/27/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor; Advisor; Inv. related; start date 9/1/2023; 160hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11) 11/30/2023: HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/203; 160hrs/mo.; 8hrs during trading. 12) 11/30/2023: BLS, A DIVSION OF HUB RETIREMENT & WEALTH MANAGEMENT; At reported business location(s); Registered Investment Advisor DBA; Advisor; Inv. related; start date 10/23/2023; 160hrs/mo.; 8hrs during trading. 13) 8/12/2024: HUB International Investment Services Inc - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/12/2024 - 0 Hr/Mo.
CRS (Client Relationship Summary) - RIA
Click below to view Jacalyn Robin Murray's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 7, 2023 - Present
GLOBAL RETIREMENT PARTNERS LLC
Office #1: 1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334RIA
CRD#: 172011
Fort Lauderdale, FL
Current
October 30, 2023 - Present
LPL FINANCIAL LLC
Office #1: 1000 Corporate Dr Ste 600, Ft Lauderdale, FL 33334RIA
BD
CRD#: 6413
Ft Lauderdale, FL
Current
April 16, 2025 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.
Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114BD
CRD#: 150252
Kansas City, MO
Past
September 28, 2017 - November 1, 2023
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FORT LAUDERDALE, FL
Past
September 8, 2017 - November 1, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FORT LAUDERDALE, FL
Past
July 27, 2016 - August 16, 2017
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
November 12, 2015 - July 15, 2016
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FT LAUDERDALE, FL
Past
October 14, 2015 - July 15, 2016
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FT LAUDERDALE, FL
Past
January 3, 2013 - October 8, 2015
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
DELRAY BEACH, FL
Past
October 19, 2012 - October 8, 2015
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
DELRAY BEACH, FL
Past
April 21, 2011 - June 6, 2011
BROKERSXPRESS LLC
RIA
CRD#: 127081
SEVERNA PARK, MD
Past
April 20, 2011 - June 6, 2011
BROKERSXPRESS LLC
BD
CRD#: 127081
SEVERNA PARK, MD
Past
June 22, 2009 - March 18, 2011
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
GLEN BURNIE, MD
Past
June 18, 2009 - March 18, 2011
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
GLEN BURNIE, MD
Past
December 19, 2008 - June 15, 2009
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
BALTIMORE, MD
Past
December 15, 2008 - June 15, 2009
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
BALTIMORE, MD
Past
September 13, 2004 - December 9, 2008
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
CONYERS, GA
Past
November 18, 2003 - December 9, 2008
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
CONYERS, GA
Past
June 11, 2002 - October 31, 2003
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
Past
April 18, 2001 - November 21, 2001
SCOTTRADE, INC.
BD
CRD#: 8206
ST. LOUIS, MO
Past
March 25, 1994 - May 22, 2000
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
GLENDALE, CA
Past
April 2, 1993 - December 21, 1994
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
July 8, 1991 - April 13, 1993
GLENFED BROKERAGE SERVICES
BD
CRD#: 13648
GLENDALE, CA
Past
December 11, 1989 - June 28, 1991
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
March 27, 1989 - December 13, 1989
PLANNED MANAGEMENT COMPANY
BD
CRD#: 14733
CHARLOTTE, NC
Past
February 1, 1989 - April 29, 1989
ROBYNS CAPITAL CORP.
BD
CRD#: 19980
Past
June 24, 1988 - September 28, 1988
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
October 23, 1985 - July 9, 1988
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/31/2023)
RR
Colorado(10/30/2023)
RR
Florida(10/30/2023)
IAR
Florida(11/7/2023)
RR
Georgia(10/31/2023)
RR
Kentucky(11/13/2025)
RR
Louisiana(11/10/2025)
RR
Missouri(2/8/2024)
RR
Nevada(11/12/2025)
RR
New York(10/30/2023)
RR
North Carolina(10/30/2023)
RR
Ohio(10/30/2023)
RR
Pennsylvania(10/31/2023)
RR
South Carolina(10/30/2023)
RR
Texas(11/6/2023)
RR
Virginia(10/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
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Contact information
Main Address
4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Mailing Address
Phone number
(415) 526-2753
Established
Firm type
Fiscal year end
# of Employees
448
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,235 |
| AUM (Assets Under Management) | $ 143,416,430,435 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL RETIREMENT PARTNERS LLC
CRD#: 172011Fort Lauderdale, FL 33334TRUST BUT VERIFY
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