DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jessica Renee Ballin

Global Retirement Partners LLCinstitutionalSan Rafael, Ca IA-onlyIAPD 3047715

Feed of 09/14/2026

Also filed as Jessica R Young

At current firm

9 y

since Jun 21, 2017

In the industry

25 y

since Sep 28, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Global Retirement Partners LLC institutional current
since Jun 21, 2017 · Edina, Mn
Independent Financial Partners BD affiliated
Apr 26, 2013 to Jun 21, 2017 · Edina, Mn
LPL Financial LLC BD affiliated
Nov 30, 2010 to Feb 10, 2012 · Fort Mill, Sc
Nrp Advisors, Inc. unclassified
Mar 3, 2008 to Nov 30, 2010 · Edina, Mn
Nrp Financial, Inc. unclassified
Jan 4, 2007 to Oct 15, 2008 · Bryan, Oh
Wells Fargo Advisors wirehouse
Jul 1, 2003 to Jan 3, 2007 · Bloomington, Mn
Prudential Equity Group, LLC unclassified
Oct 13, 2000 to Jul 1, 2003 · Bloomington, Mn

Moves

a registration end followed by a registration begin elsewhere

Independent Financial Partners to Global Retirement Partners LLC
left Jun 21, 2017, registered Jun 21, 2017 (0 days) · Other · moved with a team
LPL Financial LLC to Independent Financial Partners
left Feb 10, 2012, registered Apr 26, 2013 (441 days) · Other
Nrp Advisors, Inc. to LPL Financial LLC
left Nov 30, 2010, registered Nov 30, 2010 (0 days) · corporate re-registration, not a move
Nrp Financial, Inc. to Nrp Advisors, Inc.
left Oct 15, 2008, registered Mar 3, 2008 (-226 days) · corporate re-registration, not a move
Wells Fargo Advisors to Nrp Financial, Inc.
left Jan 3, 2007, registered Jan 4, 2007 (1 days) · Other
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address