Best Investors Account Sign in
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
NJ RA APPROVED 2022-12-07
  • NJ RA
    APPROVED
    Since 2022-12-07

Branch Locations

Bedminster, NJ • 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
Farmers Financial Solutions Berlin NJ 06/2016 12/2016
Pine Belt Insurance Agency Llc - Lakewood NJ 01/2017 12/2018
Allstate Insurance Company Lakewood NJ 01/2017 12/2018
Axa Advisors, Llc New York NY 04/2019 06/2020
Unemployed Brick NJ 01/2019 04/2019
Equitable Advisors, Llc New York NY 04/2019 12/2020
New York Life Insurance Co Edison NJ 03/2022 11/2022
Nylife Securities Llc Edison NJ 03/2022 11/2022
Unemployed - Homemaker Brick NJ 01/2021 02/2022
Eagle Strategies Llc Edison NJ 04/2022 11/2022
Empower Retirement Services Greenwood CO 11/2022 Present
  • 06/2016 → 12/2016
    Farmers Financial Solutions
    Berlin, NJ
  • 01/2017 → 12/2018
    Pine Belt Insurance Agency Llc -
    Lakewood, NJ
  • 01/2017 → 12/2018
    Allstate Insurance Company
    Lakewood, NJ
  • 04/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 01/2019 → 04/2019
    Unemployed
    Brick, NJ
  • 04/2019 → 12/2020
    New York, NY
  • 03/2022 → 11/2022
    New York Life Insurance Co
    Edison, NJ
  • 03/2022 → 11/2022
    Nylife Securities Llc
    Edison, NJ
  • 01/2021 → 02/2022
    Unemployed - Homemaker
    Brick, NJ
  • 04/2022 → 11/2022
    Edison, NJ
  • 11/2022 → Present
    Empower Retirement Services
    Greenwood, CO
Previous Registrations
Other Businesses

1) Check Insurance Agency LLC, a Property and Casualty Insurance Agency. Receiving trailing commissions only on previously sold business completed on or before March 2022. No solicitation or servicing of any business. 2) Selff / Executrix. Estate of friend Jo-Ellen Scalone.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-14
S63 Uniform Securities Agent State Law Examination 1999-03-27
  • S65 Uniform Investment Adviser Law Examination
    1999-09-14
  • S63 Uniform Securities Agent State Law Examination
    1999-03-27
Designations
  • Certified Financial Planner
Other Names
  • Joan Benkovic
  • Joan C Benkovic
  • Joan C Terragni
  • Joan Check Terragni
  • Joan L. Check

View on SEC IAPD

More in Bedminster, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor