Jamie Phillips

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

• 12/2012 → 12/2018
  Lakeside Fitness Center
  Oakland, NJ
• 08/2018 → 10/2018
  The Investment Center Inc
  Montvale, NJ
• 10/2018 → 07/2019
  Morgan Stanley
  Little Falls, NJ
• 11/2018 → 07/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2019 → 05/2022
  Fidelity Brokerage Services Llc
  Wayne, NJ
• 05/2022 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 05/2022 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-02-02 → 2022-05-10
  Fidelity Personal And Workplace Advisors
  Wayne, NJ
• 2018-11-16 → 2019-07-31
  Morgan Stanley
  Little Falls, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-01-28

Other Names

• Jamie Phillips
• Jamie Evan Phillips