Jeremy Robert Weith, AIF | Financial Professional | Milwaukee, Wisconsin | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Jeremy Robert Weith, AIF®, who also goes by Jeremy Weith, is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Milwaukee, Wisconsin and LPL FINANCIAL LLC located in Mequon, Wisconsin.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeremy has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Weith

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. 5/27/2014 - Sheridan Road - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/14/2019 - Sheridan Road Financial, a division of HUB International - DBA: Sheridan Road Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month. 3. 7/23/2019 - Sheridan Road Advisors, LLC, A HUB International Company - DBA: (Hybrid) Sheridan Road - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 07/16/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Sheridan Road, an independent investment advisor firm. I started this business activity on 7/23/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 4. 9/23/2019 - HUB International Investment Services, Inc. - Investment Related - 55 East Jackson Blvd, Chicago, IL 60604 - Outside/W-2 Employment - Managing Director - Start Date: 07/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 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) - Started 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 5/11/2021 - Sheridan Road Advisors - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 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. 7. 7/14/2021 - Sheridan Road - DBA: (Hybrid) Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2021 - 20 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Sheridan Road, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 20 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.advisernfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 12/19/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Investment Advisor Representative - Start Date - 07/01/2021 - 40 Hours Per Month/40 Hours During Securities Trading 9. 12/22/2022 - Global Retirement Partners, LLC - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date - 07/01/2021 - 40 Hours Per Month/40 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Robert Weith'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 1, 2021 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 735 N. Water Street, Suite 800, Milwaukee, WI 53202

RIA

CRD#: 172011

Milwaukee, WI

Current

November 30, 2010 - Present

LPL FINANCIAL LLC

Office #1: 10303 N Port Washington Rd Suite 201, Mequon, WI 53092

RIA

BD

CRD#: 6627

NORTHBROOK, IL

Past

September 19, 2005 - December 12, 2005

EQUITABLE ADVISORS, LLC

BD

CRD#: 6627

NEW YORK, NY

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

Florida
(4/16/2019)

RR

Illinois
(11/30/2010)

IAR

Illinois
(7/1/2021)

RR

Wisconsin
(6/30/2011)

IAR

Wisconsin
(7/21/2022)

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: 4/21/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 4/4/2006

Uniform Securities Agent 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: 9/16/2005

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

Jeremy R. Weith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Robert Weith's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HUB INTERNATIONAL INVESTMENT SERVICES INC.

SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

SHERIDAN ROAD ADVISORS, LLC

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2006

Series 63

Date: 4/4/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2005

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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