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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
WA RA APPROVED 2025-04-02
  • WA RA
    APPROVED
    Since 2025-04-02

Branch Locations

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

Vancouver, WA • 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
U.S. Bancorp Investments, Inc. Portland OR 09/2017 01/2019
U.S. Bank Portland OR 09/2016 01/2019
Verizon Vancouver WA 12/2015 09/2016
E*Trade Securities Llc Portland OR 04/2019 04/2023
E*Trade Capital Management Llc Portland OR 04/2019 04/2023
Morgan Stanley Portland OR 03/2023 04/2023
Empower Advisory Group, Llc Greenwood Village CO 03/2025 Present
Empower Financial Services, Inc Greenwood Village CO 03/2025 Present
Unemployed Portland OR 01/2019 04/2019
Stay At Home Mother Vancouver WA 03/2023 03/2025
  • 09/2017 → 01/2019
    U.S. Bancorp Investments, Inc.
    Portland, OR
  • 09/2016 → 01/2019
    U.S. Bank
    Portland, OR
  • 12/2015 → 09/2016
    Verizon
    Vancouver, WA
  • 04/2019 → 04/2023
    E*Trade Securities Llc
    Portland, OR
  • 04/2019 → 04/2023
    E*Trade Capital Management Llc
    Portland, OR
  • 03/2023 → 04/2023
    Morgan Stanley
    Portland, OR
  • 03/2025 → Present
    Greenwood Village, CO
  • 03/2025 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 01/2019 → 04/2019
    Unemployed
    Portland, OR
  • 03/2023 → 03/2025
    Stay At Home Mother
    Vancouver, WA
Previous Registrations
  • 2019-04-29 → 2023-04-26
    Harrisdirect Llc
    Portland, OR
    Arlington, VA
    Portland, OR
    Portland, OR
Other Businesses

1. Ruff Roads Mobile Grooming LLC. 2. Non-investment related. 3. 15920 NE 33rd Cir Vancouver, WA 98682 4. Pet grooming business. It is a mobile business. 5. Part owner (1/3) 6. 2/01/2019. 7. Hours devoted to Business: (weekends only, non-trading hours) 8 hrs/mo. 8. Hours devoted during Securities Business: O 9. Duties: Assisting with marketing and customer acquisition. NO money handling or accounting will be conducted as a part of my duties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-26
S63 Uniform Securities Agent State Law Examination 2017-12-08
  • S66 Uniform Combined State Law Examination
    2019-04-26
  • S63 Uniform Securities Agent State Law Examination
    2017-12-08
Other Names
  • Jess Halverson
  • Jessica Marie Halverson

View on SEC IAPD

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