Jacob Mccloy

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

• 05/2016 → 10/2017
  National Planning Corporation
  Colorado Springs, CO
• 10/2017 → 08/2018
  Cetera Advisors
  Denver, CO
• 03/2015 → 08/2018
  Prime Financial Strategies, Inc
  Colorado Springs, CO
• 08/2019 → Present
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 08/2018 → 08/2019
  Unemployed
  N/A, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-06
• S63 Uniform Securities Agent State Law Examination
  2019-10-07

Other Names

• Jacob Kendall Mccloy