Joseph Won

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 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 04/2018 → 11/2018
  Bank Of America, N.A.
  Jupiter, FL
• 09/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 09/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 12/2018 → 07/2022
  Rocket Dollar Inc
  Austin, TX
• 08/2022 → 08/2023
  Unemployed
  Pflugerville, TX

Previous Registrations

• 2017-10-12 → 2018-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  New York, NY
  Jupiter, FL
• 2008-12-26 → 2010-04-21
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 2007-06-12 → 2008-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Joseph J Won
• Joseph Joon-Sik Won