Jonah B Caldwell

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

• 05/2015 → Present
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 03/2021 → Present
  Advised Assets Group, Llc
  Denver, CO

Previous Registrations

• 2014-07-23 → 2015-05-04
  Grove Point Investments, Llc
  Oklahoma City, OK
  Castle Pines, CO
• 2005-12-02 → 2006-05-15
  Equitable Advisors, Llc
  Lakewood, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-03-08
• S65 Uniform Investment Adviser Law Examination
  2014-07-22

Other Names

• Jonah Barron Caldwell