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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Patrick Zephir is an investment advisor representative with Empower Advisory Group, LLC. Jason has over 19 years of experience in the financial services industry. Jason has held previous roles with Amerprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Scottrade, Inc., Fidelity Brokerage Services LLC, CitiCorp Investment Services, T. Rowe Price Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jason holds Series 7, Series 24, and Series 66 licenses. Jason has a broad range of experience in financial planning, portfolio management for individuals, and educational seminars.
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
CO
10/15/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MD
09/19/2017 - 06/04/2019
AMERIPRISE FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
MD
10/05/2016 - 09/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
04/21/2011 - 09/01/2016
SCOTTRADE, INC. (PIKESVILLE MD)
MD
10/18/2006 - 03/15/2011
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
MD
08/02/2006 - 09/06/2006
CITICORP INVESTMENT SERVICES (ROCKVILLE MD)
MD
12/06/2004 - 07/19/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MN
01/06/2003 - 06/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/06/2003 - 06/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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