Kimberly Ann Jackson

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

• 02/2008 → 04/2017
  Homemaker
  Bethpage, NY
• 09/2010 → 09/2016
  Lucille Roberts
  Massapequa, NY
• 09/2012 → 07/2017
  Ebay
  Bethpage, NY
• 04/2017 → 08/2020
  Thrivent Investment Management Inc
  Westbury, NY
• 07/2017 → 01/2019
  Thrivent Financial - James Bilger
  Westbuty, NY
• 01/2019 → 03/2019
  Thrivent Financial
  Appleton, WI
• 03/2019 → 08/2020
  Thrivent Financial
  Appleton, WI
• 09/2020 → 04/2021
  Homemaker
  Carmel, NY
• 04/2021 → 03/2022
  Thrivent Investment Management Inc
  Carmel, NY
• 04/2021 → 03/2022
  Jon Hendrickson - Thrivent Financial
  Northborough, MA
• 03/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 03/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2021-04-15 → 2022-03-08
  Thrivent Investment Management Inc.
  Carmel, NY
  Montvale, NJ
• 2006-02-21 → 2008-02-04
  Citigroup Global Markets Inc.
  Baltimore, MD
  New York, NY
  New York, NY
• 2004-08-10 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD
• 2003-04-04 → 2004-09-09
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

Mahopac Varsity Cheer Blue and Gold Booster Club / President. Varsity HS Cheer Booster Club to raise money for activities, uniforms and travel. 10 hours per month; 0 during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-22
• S63 Uniform Securities Agent State Law Examination
  2001-08-21

Other Names

• Kimberly Ann Rolls
• Kimberly Ann Rolls