Joseph Birch

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

• 07/2016 → 05/2018
  Fidelity Investments
  Durham, NC
• 05/2018 → 10/2024
  Fidelity Brokerage Services Llc
  Durham, NC
• 04/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 10/2024 → 04/2026
  Self Employed - Day Trader
  Haw River, NC
• 01/2024 → 04/2026
  Mercor
  San Francisco, CA
• 05/2026 → Present
  Empower Advisory Group
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-05-07
• S63 Uniform Securities Agent State Law Examination
  2018-07-20

Other Names

• Joseph Michael Birch
• Joseph Birch