Ann Davis

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

• 09/2012 → 09/2019
  Fifth Third Bank
  Fisher, IN
• 08/2015 → 09/2019
  Fifth Third Securities
  Fisher, IN
• 10/2019 → 05/2021
  Jpmorgan Chase Bank N.A.
  Indianapolis, IN
• 10/2019 → 05/2021
  Jpmorgan Securities Llc
  Indianapolis, IN
• 05/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO

Previous Registrations

• 2019-12-11 → 2021-05-17
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 2018-10-01 → 2019-09-13
  Fifth Third Securities, Inc.
  Fishers, IN
  Carmel, IN
  Indianapolis, IN
  Fishers, IN
  Fishers, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-01
• S63 Uniform Securities Agent State Law Examination
  2015-12-05

Other Names

• Ann Michelle Horein
• Annie Horein
• Annie Michelle Horein
• Annie Davis
• Annie Michelle Horein
• Annie Davis
• Ann M. Davis
• Ann M Davis