Lisa Marie Wright

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

• 01/2005 → Present
  J.P. Morgan Retirement Plan Services, Llc.
  Kansas City, MO
• 02/2005 → Present
  J.P. Morgan Institutional Investments Inc.
  Kansas City, MO
• 06/2007 → Present
  J.P. Morgan Institutional Investments Inc.
  Kansas City, MO
• 09/2014 → Present
  Gwfs Equities, Inc.
  Overland Park, KS

Previous Registrations

• 2005-10-13 → 2009-01-26
  J.P. Morgan Institutional Investments Inc.
  Kansas City, MO
  Englewood, CO
  Kansas City, MO
  Overland Park, KS
  Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-01
• S63 Uniform Securities Agent State Law Examination
  2005-01-31

Other Names

• Lisa Marie Turner