Unclaimed
Jacob Kenneth Williams is a financial advisor with Empower Advisory Group, LLC. He is registered in Michigan as an Investment Advisor Representative. Jacob has been in the industry for 9 years. His previous experience includes roles with Westmoreland Capital Corporation, Quasar Distributors, LLC, and Morgan Stanley DW Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
06/13/2023 - Present
Empower Advisory Group, LLC (Lansing MI)
NY
01/27/2014 - 01/29/2015
WESTMORELAND CAPITAL CORPORATION (GETZVILLE NY)
ME
10/19/2006 - 05/30/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MI
08/01/2005 - 05/24/2006
MORGAN STANLEY DW INC. (E. LANSING MI)
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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