Jeremiah Brodeur

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

• 01/2015 → 12/2016
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO
• 12/2016 → 03/2023
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2020 → 03/2023
  Schwab Private Client Investment Advisory, Inc.
  Lone Tree, CO
• 04/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2023 → 03/2024
  Unemployed
  Rogers, AR

Previous Registrations

• 2018-01-19 → 2023-04-12
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Indianapolis, IN
• 2020-01-29 → 2021-02-01
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2015-01-15 → 2018-03-29
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO
  San Francisco, CA
• 2014-04-23 → 2014-12-31
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO
• 2011-08-22 → 2014-04-23
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2011-08-21
• S63 Uniform Securities Agent State Law Examination
  2007-01-10

Designations

• Certified Financial Planner

Other Names

• Jeremiah Forrest Brodeur