Julie Alger

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

• 05/2014 → 02/2019
  E*Trade Securities Llc
  Chicago, IL
• 10/2017 → 02/2019
  E*Trade Capital Management, Llc
  Chicago, IL
• 09/2019 → 09/2020
  Morgan Stanley Smih Barney Llc
  Chicago, IL
• 09/2020 → 04/2021
  Fidelity Investments
  Salt Lake City, UT
• 03/2019 → 09/2019
  Extended Travel
  Chicago, IL
• 06/2021 → 09/2023
  E*Trade Securities Llc
  Sandy, UT
• 06/2021 → 09/2023
  E*Trade Capital Management, Llc
  Sandy, UT
• 03/2023 → 08/2025
  Morgan Stanley Smih Barney Llc
  Sandy, UT
• 08/2026 → Present
  Empower Financial Services, Inc
  Salt Lake City, UT
• 08/2025 → 08/2026
  Extended Travel
  Salt Lake City, UT
• 08/2026 → Present
  Empower Advisory Group
  Greenwood Village, CO

Previous Registrations

• 2023-09-05 → 2025-08-19
  Morgan Stanley
  Sandy, UT
• 2021-06-07 → 2023-09-05
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2020-11-21 → 2021-04-26
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-09-06 → 2020-09-15
  Morgan Stanley
  Chicago, IL
• 2018-05-29 → 2019-02-28
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
  Chicago, IL

Other Businesses

Business name is Decor by Julie LLC. It is not investment related. The address is 2255 S 1580W West Valley City, UT 84119. Nature of the business is home and party decor. I am the owner. I started the LLC on 5/12/26. I have devoted zero hours to the business thus far with a max of 5 hours per month and none of those hours would be during securities trading hours. My duties are setting up decorations for parties.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-24
• S63 Uniform Securities Agent State Law Examination
  2014-10-06