Jeremy Allen Smith

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

• 10/2012 → 12/2022
  Tdameritrade, Inc.
  Birmingham, MI
• 12/2022 → 08/2024
  Charles Schwab And Co., Inc.
  Birmingham, MI
• 08/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-01-26 → 2024-08-23
  Charles Schwab & Co., Inc.
  Birmingham, MI
• 2012-11-01 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Birmingham, MI
• 2012-11-01 → 2022-10-14
  Td Ameritrade, Inc.
  Birmingham, MI
  Omaha, NE
• 2011-10-24 → 2011-12-07
  Raymond James Financial Services Advisors, Inc
  Northville, MI
• 2007-04-12 → 2011-11-02
  Charles Schwab & Co., Inc.
  Troy, MI
• 2003-12-10 → 2005-06-21
  Banc One Securities Corporation
  New Baltimore, MI

Exams

• S66 Uniform Combined State Law Examination
  1999-04-12