Mark Kevin Jensen | Financial Professional | Mclean, Virginia | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Mark Kevin Jensen, who also goes by Mark Kevin Jensen, is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Mclean, Virginia and LPL FINANCIAL LLC located in Mclean, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Kevin Jensen

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. 09/14/2012 - Non-Variable Insurance - INV REL - Agent. Offer various life, health, and disability - NO TIME SPENT 2. 09/14/2012 - Washington Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 100% TIME SPENT 3. 11/17/2015 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - STARTED 11/03/2015 - 100 Hours Per Month During Securities Trading. 4. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying my practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 5. 9/13/2019 - HUB International - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing my practice and will now be 100% owner. 6. 9/26/2019 - Global Retirement Partners, LLC - DBA: Washington Financial Group, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/13/2019 - 160 Hours Per Month During Securities Trading. 7. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 8. 5/7/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. 9. 08/15/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Other - Accomodation Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 07/18/2024 - 0 Hours Per Month/ During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Kevin Jensen'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

November 13, 2015 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 8300 Greensboro Drive, Suite 700, Mclean, VA 22102

RIA

CRD#: 172011

Mclean, VA

Current

November 29, 2012 - Present

LPL FINANCIAL LLC

Office #1: 8300 Greensboro Drive # 700, Mclean, VA 22102

RIA

BD

CRD#: 6413

Mclean, VA

Current

August 22, 2025 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114

BD

CRD#: 150252

Kansas City, MO

Past

November 29, 2012 - November 13, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

MCLEAN, VA

Past

September 21, 2011 - December 5, 2012

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MCLEAN, VA

Past

July 28, 2010 - December 5, 2012

MML INVESTORS SERVICES, LLC

BD

CRD#: 10409

MCLEAN, VA

Past

June 27, 2003 - June 29, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ELLICOTT CITY, MD

Past

September 6, 2000 - June 29, 2006

MML INVESTORS SERVICES, LLC

BD

CRD#: 10409

ELLICOTT CITY, MD

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

Alabama
(4/11/2023)

RR

California
(12/10/2020)

RR

Colorado
(5/11/2023)

RR

Connecticut
(10/25/2023)

RR

Delaware
(7/8/2022)

RR

District of Columbia
(11/29/2012)

IAR

District of Columbia
(12/10/2015)

RR

Florida
(10/20/2022)

RR

Maine
(6/23/2021)

RR

Maryland
(11/29/2012)

IAR

Maryland
(12/3/2015)

RR

Massachusetts
(5/9/2019)

RR

Michigan
(2/1/2023)

RR

Missouri
(5/31/2024)

RR

New Jersey
(11/29/2012)

RR

New Mexico
(9/18/2023)

RR

New York
(3/24/2023)

RR

North Carolina
(11/17/2022)

RR

Oklahoma
(9/30/2022)

RR

Pennsylvania
(12/7/2022)

RR

South Carolina
(11/27/2024)

RR

Texas
(1/12/2021)

RR

Virginia
(11/29/2012)

IAR

Virginia
(11/13/2015)

RR

West Virginia
(7/2/2021)

RR

Wisconsin
(5/18/2021)

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

RR

IAR

Series 66

Date: 9/10/2010

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/26/2010

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

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.

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Advisor Monitoring

Firm Stability Insights

Mark K. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Kevin Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HUB INTERNATIONAL INVESTMENT SERVICES INC.

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2010

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

Contact information

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