Jason Edward Minnella | Financial Professional | Whitestone, New York | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Jason Edward Minnella is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Whitestone, New York and LPL FINANCIAL LLC located in New York, New York.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jason has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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) 11/23/2021 - Outside/W-2 Employment - Hub International - Investment Related - 90% - Whitestone, NY 11357 - start date: 12/1/2021 2) 11/23/2021 - Non-Variable Insurance - Hub International - Investment Related - 90% - Whitestone, NY 11357 - Start date: 12/1/2021 3) 11/23/2021 - DBA for LPL Business (entity for LPL business) - GRP Financial - Investment Related - Whitestone, NY 11357 4) 11/23/2021 - Accommodation Broker/Dealer - Hub International Investment Services Inc. -Investment Related - Whitestone, NY 11357 - Start date: 12/1/2021 5) 11/23/2021 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - Investment Related - Whitestone, NY 11357 6) 08/13/2025 - HUB Retirement and Wealth Management - Registered Investment Advisor DBA - Inv Rel - At reported Business Location(s) - Start date: 12/1/2021 - 160hrs/mnth 7) 08/13/2025 - Global Retirement Partners - Registered Investment Advisor Hybrid - Inv Rel - At reported Business Location(s) - Start date: 11/23/2021 - 160hrs/mnth. I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2021. 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. 8) 08/14/2025 - 40-27/29 235th street realty llc - Real Estate Rental - Quogue NY - Inv Rel - Start date: 09/06/2023 9) 08/14/2025 - AV GG LLC - Real Estate Rental - Unit 5 New York - Inv rel - Start date: 06/01/2025 - 5Hrs/mnth 10) 10/13/2025- JEM HOLDINGS GROUP INC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 06/12/2014 11) 10/13/2025- GG AV FUND LP- Real Estate Rental- INV Related- At New York NY- Start date 12/31/2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Edward Minnella'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 23, 2021 - Present

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Whitestone, NY

Current

November 23, 2021 - Present

LPL FINANCIAL LLC

Office #1: 5 Bryant Park Fl 4, New York, NY 10018

RIA

BD

CRD#: 6413

New York, NY

Past

January 19, 2010 - December 6, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LOS ANGELES, CA

Past

September 15, 2009 - December 6, 2021

EQUITABLE ADVISORS, LLC

BD

CRD#: 6627

LOS ANGELES, CA

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

California
(11/23/2021)

IAR

California
(11/23/2021)

RR

New Jersey
(11/23/2021)

IAR

New Jersey
(11/24/2021)

RR

New York
(11/23/2021)

IAR

New York
(11/23/2021)

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: 9/28/2009

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: 9/14/2009

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 2/26/2011

General Securities Principal 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

Jason E. Minnella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Edward Minnella's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2009

Series 24

Date: 2/26/2011

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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