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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 Shimkos is a registered Investment Advisor Representative with Empower Advisory Group, LLC. Jason has a Series 65 license. Jason has been in the industry since 2013 and has worked for several firms including Churchill Management Group, Empower Financial Services, Inc., and The Root Group. Jason provides financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and individuals other than high-net-worth.
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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CO
07/06/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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