Jon Hatten

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

• 05/2015 → 03/2017
  Cuna Mutual Group
  Waverly, IA
• 05/2015 → 03/2017
  Cuna Brokerage Services, Inc.
  Waverly, IN
• 03/2017 → 01/2020
  Portsmouth Financial Services, Inc.
  San Francisco, CA
• 01/2020 → 10/2021
  Ef Legacy Securities, Llc
  Louisville, KY
• 03/2017 → 01/2020
  Aria Retirement Solutions, Inc.
  Louisville, KY
• 10/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 10/2021 → Present
  Advised Assets Groups, Llc
  Greenwood Village, CO

Previous Registrations

• 2017-04-03 → 2020-01-10
  Portsmouth Financial Services
  San Francisco, CA
  Louisville, KY
• 2015-08-20 → 2017-03-16
  Cuna Brokerage Services, Inc.
  Georgetown, KY
  Waverly, IA
• 2009-12-14 → 2010-04-12
  Pnc Wealth Management Llc
  Ashland, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-20
• S66 Uniform Combined State Law Examination
  2003-05-23

Other Names

• Jon Stephen Hatten
• Jon Stephen Hatten