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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Terra Ann Jahns

Advisor at GLOBAL RETIREMENT PARTNERS LLC

Northbrook, IL | SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:495b5f58-aab8-07a3-7775-71aa3a98491e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLOBAL RETIREMENT PARTNERS LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 5, 2014
First registration: Oct 10, 2016
Dual registered: yes, broker-dealer
Other names: TERRA JAHNS|TERRA CHOMKO|TERRA A JAHNS|TERRA A CHOMKO|Terra Ann Chomko|Terra Ann Chomko|Terra Ann Jahns|Terri Jahns
IAPD individual key: 2387514

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Jul 1, 2022	n/a	yes	Northbrook, IL\|SAN RAFAEL, CA	Current employment
HIGHPOINT PLANNING PARTNERS	Independent wealth	Nov 2, 2021	Jul 22, 2022	no	DOWNERS GROVE, IL\|Libertyville, IL	Previous registration
HIGHPOINT ADVISOR GROUP, LLC	Former SEC adviser	Mar 12, 2021	Dec 31, 2021	no	DOWNERS GROVE, IL\|Libertyville, IL	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Mar 8, 2018	Feb 18, 2021	no	Deerfield, IL\|SCHAUMBURG, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 25, 2017	Jan 17, 2018	no	PARK RIDGE, IL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 10, 2016	Aug 17, 2017	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHPOINT PLANNING PARTNERS	GLOBAL RETIREMENT PARTNERS LLC	Jul 22, 2022	Jul 1, 2022	-21	Firm change	Other
HIGHPOINT ADVISOR GROUP, LLC	HIGHPOINT PLANNING PARTNERS	Dec 31, 2021	Nov 2, 2021	-59	Bulk transfer	RIA to new firm
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	HIGHPOINT ADVISOR GROUP, LLC	Feb 18, 2021	Mar 12, 2021	22	Firm change	Other
J.P. MORGAN SECURITIES LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jan 17, 2018	Mar 8, 2018	50	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	J.P. MORGAN SECURITIES LLC	Aug 17, 2017	Aug 25, 2017	8	Firm change	Other

Relationships

Registered with (6)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ HIGHPOINT PLANNING PARTNERSRegistered adviserregistration: previous registration
Nov 2, 2021 to Jul 22, 2022factForm ADV
→ HIGHPOINT ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Mar 12, 2021 to Dec 31, 2021factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Mar 8, 2018 to Feb 18, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Aug 25, 2017 to Jan 17, 2018factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 10, 2016 to Aug 17, 2017factForm ADV

Dated events

Occurred
Jul 22, 2022
Advisor changed firm
Terra Ann Jahns left Highpoint Planning Partners for Global Retirement Partners Llc (registered 2022-07-01)
Form ADVobserved 5 days ago