Jeremy Munson

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

• 10/2016 → 04/2020
  Wintrust Technology
  Rosemont, IL
• 06/2013 → 10/2016
  Wintrust Mortgage
  Rosemont, IL
• 03/2020 → 10/2023
  Thrivent Investment Management Inc
  Princeton, IL
• 04/2020 → 10/2020
  Thrivent Financial
  Appleton, WI
• 10/2020 → 10/2023
  Thrivent Financial
  Appleton, WI
• 02/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 10/2023 → 10/2024
  Impact Networking Llc
  Peru, IL
• 10/2024 → 02/2025
  Unemployed
  Princeton, IL

Previous Registrations

• 2021-06-25 → 2023-10-13
  Thrivent Investment Management Inc.
  Geneva, IL
  Warrenville, IL
  Downers Grove, IL
  Princeton, IL
  Princeton, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-15
• S63 Uniform Securities Agent State Law Examination
  2020-08-07

Other Names

• Jeremy Munson
• Jeremy Brian Munson