John Michael Pellosie, CFP | Financial Professional | Allentown, Pennsylvania | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

John Michael Pellosie, CFP® is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Allentown, Pennsylvania and HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Kansas City, Missouri.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. John has worked at 5 firms and has passed the Series 66, 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. 06/2025 - Fixed Insurance Sales - Non-Variable Insurance - Investment Related - 20 Hour(s)/Month - 05 Hour(s) During Trading - Allentown, PA 18103 - OBA Start Date: 6/1/2025 2. 06/2025 - HUB Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/19/2025 3. 06/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/19/2025 4. 06/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - 160 Hour(s)/Month - 08 Hour(s) During Trading - Allentown, PA 18103 - OBA Start Date: 11/1/2024 5. 10/08/2025- GLOBAL RETIRMENT PARTNERS-Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2025. 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. 6. 10/08/2025- HUB RETIREMENT AND WEAL TH MAN AGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading 7. 10/08/2025- Legacy Planning, A Hub International Company-Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Pellosie'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®

CFP^®

Certified Financial Planner

Experience

Current

October 1, 2025 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 3440 Hamilton Blvd., Allentown, PA 18103

RIA

CRD#: 172011

Allentown, PA

Current

November 1, 2024 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

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

BD

CRD#: 150252

Kansas City, MO

Current

October 1, 2025 - Present

LPL FINANCIAL LLC

Office #1: 3440 Hamilton Blvd, Allentown, PA 18103

RIA

BD

CRD#: 6413

ALLENTOWN, PA

Past

October 1, 2019 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Allentown, PA

Past

October 1, 2019 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

BD

CRD#: 8032

Allentown, PA

Past

January 18, 2019 - October 7, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ALLENTOWN, PA

Past

August 13, 2018 - October 7, 2019

SECURIAN FINANCIAL SERVICES, INC.

BD

CRD#: 15296

ALLENTOWN, PA

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
(10/1/2025)

RR

Idaho
(10/1/2025)

RR

Kentucky
(10/1/2025)

RR

Massachusetts
(10/1/2025)

RR

New Jersey
(10/1/2025)

RR

North Carolina
(10/2/2025)

RR

Ohio
(10/1/2025)

RR

Pennsylvania
(10/1/2025)

IAR

Pennsylvania
(10/1/2025)

RR

Virginia
(10/1/2025)

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: 9/24/2018

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: 8/13/2018

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

John M. Pellosie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Pellosie's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUB INTERNATIONAL INVESTMENT SERVICES INC.

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/13/2018

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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