Joseph Anthony Simmons JR | Financial Professional | Boston, Massachusetts | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Joseph Anthony Simmons JR is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Boston, Massachusetts and LPL FINANCIAL LLC located in Boston, Massachusetts.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Joseph has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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- 04/2022 / Registered Investment Advisor DBA / HUB RETIREMENT AND WEAL TH MANAGEMENT / Investment Related / 160 hrs mnth & 160 hrs during trade / Boston, MA 2- 04/2022 / DBA for LPL Business (entity for LPL business) / ALPHA PENSION GROUP / Investment Related / Boston, MA 3- 04/2022 / DBA for LPL Business (entity for LPL business) / HUB RETIREMENT AND WEALTH MANAGEMENT / Investment Related / Boston, MA 4- 04/2022 / DBA for LPL Business (entity for LPL business) / REAL ESTATE RENTAL / Investment Related / Boston, MA 5- 03/2022 / Outside/W-2 Employment / Hub international / Non Investment Related / Boston, MA 6- 04/2022 / HUB INTERNATIONAL INVESTMENT SERVICES, INC. / Other / Non Investment Related / Boston, MA 7- 04/21/2022 - Global Retirement Partners - DBA: Alpha Pension Grp, a Div of HUB New England - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100%. 8- 04/21/2022 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 04/2022. 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. 9- 04/13/2022 - ALPHA PENSION GROUP, A DIV OF HUB NEW ENGLAND - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Simmons JR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 17, 2022 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 396 Commonwealth Ave., Unit D-2a, Boston, MA 02215

RIA

CRD#: 172011

Boston, MA

Current

April 13, 2022 - Present

LPL FINANCIAL LLC

Office #1: 396 Commonwealth Ave Unit D-2a, Boston, MA 02215

RIA

BD

CRD#: 17507

SMITHFIELD, RI

Past

April 27, 1992 - October 7, 1993

FIDELITY BROKERAGE SERVICES LLC

BD

CRD#: 7784

SMITHFIELD, RI

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

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

Massachusetts
(4/13/2022)

IAR

Massachusetts
(5/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 1/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 3/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 12/12/1991

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2025)

GLOBAL RETIREMENT PARTNERS, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	30,235
AUM (Assets Under Management)	$ 143,416,430,435

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph A. Simmons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Simmons JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER INVESTOR SERVICES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CITIZENS SECURITIES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2003

Series 63

Date: 1/3/1992

SIE

Date: 3/12/2018

Series 7

Date: 12/12/1991

FINRA

Current Firm

GLOBAL RETIREMENT PARTNERS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL RETIREMENT PARTNERS LLC

TRUST BUT VERIFY

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