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Jason Gustaf Holmberg

Empower Financial Services, Inc.

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About Jason Gustaf Holmberg

Jason Holmberg is a financial advisor with Empower Financial Services, Inc. in Greenwood Village, CO. Jason has been in the financial services industry since 1998 and has experience working with a variety of clients. Jason is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 26 and Series 63 licenses.

Firm Information

Jason Holmberg is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

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.

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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Jason Holmberg’s Registration & Firm History

CO

07/30/2019 - Present

Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)

CO

12/09/2016 - 06/13/2019

ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)

CO

05/15/2015 - 11/11/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)

CO

11/05/2009 - 05/12/2015

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

TX

10/22/2003 - 08/31/2009

INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)

MA

03/12/2003 - 04/07/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

TN

12/17/2001 - 02/14/2003

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

MA

05/24/2001 - 10/19/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/24/2001 - 10/19/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CO

07/08/1997 - 04/27/2001

JANUS DISTRIBUTORS, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 02/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Gustaf Holmberg.
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