Louis Jackson Newman

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

• 06/2016 → 07/2018
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 07/2018 → 03/2019
  Personal Capital Advisors Corporation
  San Francisco, CA
• 03/2019 → 02/2022
  Personal Capital Advisors Corporation
  San Francisco, CA
• 02/2022 → Present
  Personal Capital Advisors Corporation
  Dallas, TX
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2018-07-23 → 2023-04-03
  Personal Capital Advisors Corporation
  Dallas, TX
• 2016-08-24 → 2018-06-28
  United Capital Financial Advisors
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-24

Designations

• Certified Financial Planner

Other Names

• Jack Newman