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Brian Jonathan Cocos

Empower Advisory Group, LLC

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About Brian Jonathan Cocos

Brian Cocos is an investment advisor representative with Empower Advisory Group, LLC in Greenwood Village, Colorado. Brian has been in the financial services industry for over 9 years. Brian holds the Series 6, 63 and 65 licenses and is a Certified Financial Planner. Brian's previous experience includes working at Wells Fargo Advisors, LLC and Personal Capital Advisors Corporation. Brian focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Brian Cocos is currently registered with Empower Advisory Group, LLC. Empower Advisory Group, LLC is a financial advisory firm based in Greenwood Village, CO, providing financial planning, portfolio management for individuals, and educational seminars. They manage over $134 billion in assets for a diverse clientele including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has over 700 investment advisor representatives and is registered with the SEC under number 801-58105.
Empower Advisory Group, LLC

8515 EAST ORCHARD RD 4T2

GREENWOOD VILLAGE, CO 80111

$134.28B

Assets Under Management

18

Total Clients

1,128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Cocos’s Registration & Firm History

CO

04/03/2023 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

CO

02/28/2014 - 08/22/2014

WELLS FARGO ADVISORS, LLC (DENVER CO)

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Licenses & Designations

IA

Issued 07/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Jonathan Cocos.
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