Carla Jones

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

• 11/2019 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
• 02/2015 → 11/2016
  Geico
  Richardson, TX
• 12/2016 → 12/2018
  Liberty Mutual
  Plano, TX
• 01/2019 → 11/2019
  Allstate
  Irving, TX
• 10/2016 → 11/2016
  Target Corporation
  Allen, TX
• 11/2019 → 11/2021
  Bank Of America, N.A.
  Mckinney, TX
• 12/2021 → 01/2023
  J.P. Morgan Securities, Llc
  Austin, TX
• 11/2021 → 01/2023
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 09/2022 → 10/2022
  Rs3Sports
  Round Rock, TX
• 02/2023 → 03/2025
  Nationwide Investment Services
  Columbus, OH
• 03/2025 → 03/2026
  Alpaca Securities Llc
  New York, NY
• 03/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2026 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2023-02-24 → 2025-04-09
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2022-03-15 → 2023-01-14
  J.P. Morgan Securities Llc
  Austin, TX
• 2020-11-09 → 2021-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-11-06
• S63 Uniform Securities Agent State Law Examination
  2007-07-26

Other Names

• Carla D Jones
• Carla Denee Jones