Brandon Michael Montgomery

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

• 06/2014 → 08/2017
  Jp Morgan Securities Llc
  Plano, TX
• 09/2017 → 04/2023
  Personal Capital Advisors Corporation
  San Francisco, CA
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 06/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2017-09-15 → 2023-04-03
  Personal Capital Advisors Corporation
  Mckinney, TX
  Greenwood Village, CO
  Dallas, TX
• 2014-08-01 → 2017-08-30
  J.P. Morgan Securities Llc
  Frisco, TX
  Plano, TX
  Plano, TX
  Frisco, TX
  Frisco, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-07-22