Joseph Michael Branley

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 06/2021
  Fidelity Investments
  Palo Alto, CA
• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 06/2021 → 10/2023
  Stay At Home Dad
  4636 Niland Street, CA
• 02/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2001-04-26 → 2018-07-13
  Strategic Advisers Llc
  Palo Alto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-31
• S63 Uniform Securities Agent State Law Examination
  2023-12-06
• S66 Uniform Combined State Law Examination
  2000-11-17

Other Names

• Joe Branley