Casey Karcich Patterson

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

• 08/2018 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Colorado Springs, CO
• 01/2020 → 09/2021
  J.P. Morgan Securities Llc
  Colorado Springs, CO
• 12/2016 → 08/2018
  Cobiz Financial
  Denver, CO
• 11/2014 → 06/2017
  Old Chicago Pizza & Taproom
  Denver, CO
• 06/2016 → 02/2017
  Lyft
  Denver, CO
• 09/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO

Other Businesses

DoorDash / Dasher. Local food and retail product delivery. I will be using my own vehicle during non-business hours to deliver orders to customers in my area. Up to 30 hours per month; 0 during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-12
• S63 Uniform Securities Agent State Law Examination
  2021-10-05

Other Names

• Casey Karcich
• Casey Patterson Karcich