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Jason D Wong

Empower Advisory Group, LLC

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About Jason D Wong

Jason Wong is a registered investment advisor representative with Empower Advisory Group, LLC. Jason has over 15 years of experience in the financial services industry. Jason specializes in providing financial planning and portfolio management services to individuals and businesses. Prior to joining Empower Advisory Group, LLC, Jason worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC.

Firm Information

Jason Wong 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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Jason Wong’s Registration & Firm History

CO

12/11/2019 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MA

06/24/2014 - 12/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

MA

12/03/2007 - 05/09/2014

FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)

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Licenses & Designations

BOTH

Issued 11/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason D Wong.
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