# THE RETIREMENT GROUP, LLC

THE RETIREMENT GROUP, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 148296
- Type: SEC-registered investment adviser
- SEC file number: 801-69578
- Location: 5414 OBERLIN DR., SUITE 220, SAN DIEGO, CA, 92121
- Phone: 800-900-5867
- Latest filing: 2024-03-28
- Regulatory AUM: $544.5M
- Discretionary AUM: $544.5M
- Clients: 30
- Accounts: 1,773

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| JASTREMSKI JOHN ALEXANDER | MANAGING MEMBER | — |
| HARPOOTLIAN RONALD JOSEPH | CHIEF COMPLIANCE OFFICER; COMPLIANCE CONSULTANT | — |
| LARSEN ERIK JENS | CHIEF COMPLIANCE OFFICER | — |
| DEMPSEY JAMES JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| GOST RIA M | CHIEF COMPLIANCE OFFICER | — |
| PRINCIOTTA FRED ANTHONY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148296/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148296/similar
- Related entities: https://search.stillhousedata.com/firm/148296/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148296

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.