Jason Patrick Zephir

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

• 09/2016 → 09/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 09/2016 → 09/2017
  Bank Of America, N.A.
  Hunt Valley, MD
• 09/2017 → 05/2019
  Ameriprise Financial Services, Inc.
  Owings Mills, MD
• 06/2019 → 09/2024
  Charles Schwab & Co., Inc.
  Towson, MD
• 06/2019 → 09/2024
  Charles Schwab Bank Ssb
  Towson, MD
• 09/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 09/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2019-06-25 → 2024-09-27
  Charles Schwab & Co., Inc.
  Towson, MD
• 2017-09-19 → 2019-06-04
  Ameriprise Financial Services, Llc
  Owings Mills, MD
• 2016-10-18 → 2017-09-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 2008-06-09 → 2011-03-16
  Strategic Advisers Llc
  Towson, MD
• 2004-12-08 → 2006-07-19
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2003-01-20 → 2003-06-27
  Ameriprise Financial Services, Llc
  Annapolis, MD

Exams

• S66 Uniform Combined State Law Examination
  2016-11-15