Best Investors Account Sign in

Jacob Matthew Schwartz

Empower Advisory Group, LLC

Greenwood Village, CO

Port St Lucie, FL

CRD 8222494

Claim This Profile
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:

Current Employers
Empower Advisory Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-01
  • FL RA
    APPROVED
    Since 2026-04-01

Branch Locations

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

Port St Lucie, FL • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Empower Financial Services, Inc. Port Saint Lucie FL 02/2026 Present
Empower Financial Services, Inc. Port Saint Lucie FL 11/2022 02/2026
Hilton Pearl River Pearl River NY 03/2018 11/2022
Flatlander Catering Nyack NY 05/2017 03/2018
Hen Of The Wood Burlington VT 09/2016 05/2017
Misery Loves Company Winooski VT 08/2015 09/2016
Empower Advisory Group Greenwood Village CO 03/2026 Present
  • 02/2026 → Present
    Empower Financial Services, Inc.
    Port Saint Lucie, FL
  • 11/2022 → 02/2026
    Empower Financial Services, Inc.
    Port Saint Lucie, FL
  • 03/2018 → 11/2022
    Hilton Pearl River
    Pearl River, NY
  • 05/2017 → 03/2018
    Flatlander Catering
    Nyack, NY
  • 09/2016 → 05/2017
    Hen Of The Wood
    Burlington, VT
  • 08/2015 → 09/2016
    Misery Loves Company
    Winooski, VT
  • 03/2026 → Present
    Empower Advisory Group
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-19
  • S66 Uniform Combined State Law Examination
    2026-03-19

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor