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Douglas Wade Johnson

Global Retirement Partners LLC

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About Douglas Wade Johnson

Douglas Johnson is an experienced financial advisor with over 15 years in the industry. Douglas is currently registered with Global Retirement Partners LLC and has a broad range of experience providing investment advisory services to a diverse clientele, including individuals, families, businesses, pension plans, and charitable organizations. Douglas is committed to understanding the unique needs of each client and developing personalized investment strategies designed to help them achieve their financial goals. Douglas has previously worked with Commonwealth Financial Network and Ogilvie Security Advisors Corporation.

Firm Information

Douglas Johnson is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Johnson’s Registration & Firm History

MA

09/18/2024 - Present

Global Retirement Partners LLC (Wilmington MA)

MA

08/31/2011 - 11/11/2021

COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)

MA

04/03/2008 - 09/07/2011

OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)

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Licenses & Designations

IA

Issued 12/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Wade Johnson.
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