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

Jennifer Marie Jorgenson

Global Retirement Partners LLCinstitutionalSan Rafael, Ca dual registrantIAPD 3241565

Feed of 09/14/2026

Also filed as Jennifer Marie Skajewski

At current firm

0 y

since Jan 8, 2026

In the industry

26 y

since Jun 16, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

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 Jan 8, 2026 · Wayzata, Mn
Creative Planning Institutional Advisors, LLC institutional
Nov 18, 2021 to Jan 29, 2026 · Newport Beach, Ca
Onedigital institutional
Jan 30, 2017 to Jan 6, 2022 · Golden Valley, Mn
Onedigital institutional
Mar 23, 2015 to Apr 29, 2015 · Golden Valley, Mn
LPL Financial LLC BD affiliated
Mar 14, 2006 to Mar 2, 2017 · Golden Valley, Mn

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Global Retirement Partners LLC
left Jan 29, 2026, registered Jan 8, 2026 (-21 days) · Other
Onedigital to Creative Planning Institutional Advisors, LLC
left Jan 6, 2022, registered Nov 18, 2021 (-49 days) · Other · moved with a team
LPL Financial LLC to Onedigital
left Mar 2, 2017, registered Mar 23, 2015 (-710 days) · Other

Signals

Jennifer Marie Jorgenson left Creative Planning Institutional Advisors, Llc for Global Retirement Partners Llc (registered 2026-01-08)
Jan 29, 2026 · Advisor changed firm · fact
Jennifer Marie Jorgenson left Onedigital for Creative Planning Institutional Advisors, Llc (registered 2021-11-18)
Jan 6, 2022 · Advisor changed firm · fact

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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address