Mark Jensen
Financial advisor at Global Retirement Partners LLC · Mclean, VA
Last updated 2026-10-10
Claim your profileMark Jensen is a financial advisor at Global Retirement Partners LLC in Mclean, VA, CRD 4257929. Licenses and exams on the registration: Series 66. IAPD registration began 2003-06-27.
Registration
- CRD number
- 4257929
- Registration status
- Active
- IAPD registration
- 2003-06-27
- Industry Experience
- 23 years
- Work Experience
- 13 years
- States registered
- DC, MD, TX, VA
Licenses and exams
- Series 66
Work history
- 2012-11 to Present · Lpl Financial LLC · Mclean, VA
- 2015-11 to Present · Global Retirement Partners, LLC · Mclean, VA
- 2025-08 to Present · Hub International Investment Services, Inc. · Kansas City, MO
Current employment
- Global Retirement Partners LLC · San Rafael, CA
Global Retirement Partners LLC
- Regulatory AUM
- $169,584,566,299
- Registered advisors
- 491
- Offices
- 275
- Clients per advisor
- 58.4 (Moderate)
- Average AUM per client
- $5.9M (Moderate)
- High-net-worth client ratio
- 20.8% (Moderate)
Global Retirement Partners LLC: advisors, services and reported ETF investments
About
Mark Jensen is a financial advisor at Global Retirement Partners LLC in Mclean, VA. Reported securities licenses include Series 66. The latest record indicates 23 years of industry experience and 13 years of reported work history.
Global Retirement Partners LLC's firm-level Form ADV reports 491 advisors across 275 offices; approximately 58.4 clients per advisor, average assets per client of $5,910,311, and regulatory AUM of $169.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.8B across 1,272 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Jensen personally.
Reported ETF positions
Global Retirement Partners reports 1,272 ETF positions worth $3.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $231.3M |
| IVV — iShares Core S&P 500 ETF | $152.2M |
| QQQ — Invesco QQQ Trust, Series 1 | $93.2M |
| SPY — SPDR S&P 500 ETF TRUST | $75.2M |
| IJR — iShares Core S&P Small-Cap ETF | $65.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Global Retirement Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $38.4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $38M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $6.1M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $8.5M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Global Retirement Partners LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Pension Consultant
Location
8300 Greensboro Drive, Suite 700, Mclean, VA 22102
12 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 415-526-2753
- Website: grpfinancial.com
Official record
Are you Mark Jensen?
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