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Eric Jon Handis

Empower Advisory Group, LLC

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About Eric Jon Handis

Eric Jon Handis is a financial advisor with Empower Advisory Group, LLC. Eric is a Certified Financial Planner with a broad background in financial services and has been working in the industry since 1993. Eric has experience in multiple areas including financial planning, and portfolio management for individuals. Empower Advisory Group, LLC provides financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and individuals other than high-net-worth individuals.

Firm Information

Eric Handis 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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Eric Handis’s Registration & Firm History

CO

04/03/2023 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

FL

05/01/2019 - 04/19/2021

HORNOR, TOWNSEND & KENT, LLC (BOCA RATON FL)

FL

10/27/2017 - 12/18/2018

COMERICA SECURITIES (BOCA RATON FL)

FL

05/10/2013 - 09/06/2017

CETERA INVESTMENT SERVICES LLC (FORT LAUDERDALE FL)

TN

04/05/2007 - 03/31/2012

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TN

01/10/2007 - 04/05/2007

PFIC SECURITIES CORPORATION (FRANKLIN TN)

FL

05/27/2005 - 09/06/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)

NY

02/12/2002 - 06/03/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

12/07/2000 - 02/06/2002

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

10/08/1999 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

FL

11/28/1997 - 01/27/1999

OCWEN CAPITAL MARKETS INC. (WEST PALM BEACH FL)

FL

05/28/1996 - 06/18/1996

JW CHARLES CLEARING CORP. (BOCA RATON FL)

CT

01/17/1995 - 12/04/1995

MAYER & SCHWEITZER, INC. (STAMFORD CT)

NY

09/17/1993 - 09/09/1994

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/1997

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 09/15/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric Jon Handis. Review regulatory record here.
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