linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Bopst

Empower Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Bopst

Jacob Bopst is a financial advisor registered with Empower Advisory Group, LLC, and has been in the financial services industry since 2020. Jacob's professional experience includes prior roles at T. Rowe Price Investment Services, Inc. and Keller Williams Realty. Jacob has a variety of licenses and certifications, including Series 7TO, Series 63, and Series 66. Jacob's specializations include retirement planning, insurance, and estate planning. Empower Advisory Group, LLC is a fee-only advisory firm with offices in Glen Rock, PA and Greenwood Village, CO. The firm provides a variety of financial services, including financial planning, portfolio management for individuals and retirement planning.

Firm Information

Jacob Bopst 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Bopst’s Registration & Firm History

PA

10/27/2022 - Present

Empower Advisory Group, LLC (Glen Rock PA)

MD

07/05/2019 - 05/10/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

Not sure if Jacob Bopst is right for you?

Licenses & Designations

BOTH

Issued 10/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Bopst.
Not sure if Jacob Bopst is right for you?