Jeremy Windham

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

• 06/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2014 → 06/2024
  Osm Shield, Inc
  Westminster, CO
• 12/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Other Businesses

J. Street Industries, LLC. -Non-investment related -PO Box 48051 Denver, CO 80204 -Winery -Co-Owner -Co-Owner -2016 -0 hours/month -0 hours during trading hours -I have relinquished all duties Uber -Non-investment related -1515 3rd St San Francisco, CA 94158 -Ride Sharing/Food Delivery -Driver -Driver -2021-2023 -Currently 0 hours/month and 0 hours during trading -Food delivery Remotasks -Non-investment related -398 11th St, San Francisco, CA 94103 -A.I. related business -"Tasker" -"Tasker" -02/2024 -10 hours/month -0 hours during trading -Help with certain tasks for AI models

Exams

• S66 Uniform Combined State Law Examination
  2025-12-11
• S63 Uniform Securities Agent State Law Examination
  2024-07-03