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Jonathan Duncan

Empower Advisory Group, LLC

Powell, OH

Greenwood Village, CO

CRD 6888053

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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
OH RA APPROVED 2022-07-01
  • OH RA
    APPROVED
    Since 2022-07-01

Branch Locations

Powell, OH • United States

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • 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
Ymca Powell OH 11/2015 12/2016
Wellbridge Athletic Club Chesterfield MO 08/2016 08/2017
Chaminade Junior Varisty Lacrosse Creve Couer MO 02/2017 07/2017
Nationwide Investment Services Corp Columbus OH 12/2017 05/2022
Unemployed Columbus OH 09/2017 12/2017
Gwfs Equities, Inc Columbus OH 06/2022 Present
  • 11/2015 → 12/2016
    Ymca
    Powell, OH
  • 08/2016 → 08/2017
    Wellbridge Athletic Club
    Chesterfield, MO
  • 02/2017 → 07/2017
    Chaminade Junior Varisty Lacrosse
    Creve Couer, MO
  • 12/2017 → 05/2022
    Nationwide Investment Services Corp
    Columbus, OH
  • 09/2017 → 12/2017
    Unemployed
    Columbus, OH
  • 06/2022 → Present
    Gwfs Equities, Inc
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-09
S65 Uniform Investment Adviser Law Examination 2020-01-17
  • S63 Uniform Securities Agent State Law Examination
    2020-03-09
  • S65 Uniform Investment Adviser Law Examination
    2020-01-17

View on SEC IAPD

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