Jenifer Loterte Velasco

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-04-27

Branch Locations

Park Triangle Corp Center, 22Nd Fl, 32Nd St Corner 11Th Ave, Bonifacio Global City, Fort Bonifacio, Taguig City, Metro Manila 1634 • Philippines

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
E*Trade Securities Llc	Makati City		05/2018	04/2020
Convergys Phils Inc	Makati City		07/2017	05/2018
Unemployed	Binangonan, Rizal		04/2017	07/2017
Ad Asia Conventions & Exhibitions International Corp.	Quezon City		07/2016	03/2017
E*Trade Securities Llc	Makati City		04/2020	09/2021
Na	Na		10/2021	03/2022
Principal Life Insurance Company	Taguig City		03/2022	10/2022
Principal Securities Inc	Taguig City		07/2022	10/2022
Empower Financial Services, Inc	Greenwood Village	CO	05/2025	Present
Accenture Philippines	Quezon City		12/2022	05/2025
Empower Advisory Group, Llc	Greenwood Village	CO	04/2026	Present

05/2018 → 04/2020

E*Trade Securities Llc

Makati City
07/2017 → 05/2018

Convergys Phils Inc

Makati City
04/2017 → 07/2017

Unemployed

Binangonan, Rizal
07/2016 → 03/2017

Ad Asia Conventions & Exhibitions International Corp.

Quezon City
04/2020 → 09/2021

E*Trade Securities Llc

Makati City
10/2021 → 03/2022

Na

Na
03/2022 → 10/2022

Principal Life Insurance Company

Taguig City
07/2022 → 10/2022

Principal Securities Inc

Taguig City
05/2025 → Present

Empower Financial Services, Inc

Greenwood Village, CO
12/2022 → 05/2025

Accenture Philippines

Quezon City
04/2026 → Present

Empower Advisory Group, Llc

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-23
S63	Uniform Securities Agent State Law Examination	2018-09-06

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