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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Sampson is an investment advisor representative registered with Empower Advisory Group, LLC. Jeff has been in the financial services industry since August 10, 2008. Jeff holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam. Jeff's previous employers include Empower Financial Services, Inc., Transamerica Capital, Inc., OppenheimerFunds Distributor, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Jeff specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Jeff is registered with the state of Colorado as both a broker-dealer and an investment advisor.
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.
1
2
CO
07/30/2024 - Present
Empower Advisory Group, LLC (Littleton CO)
CO
07/22/2016 - 07/23/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
03/12/2009 - 10/12/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
09/09/2002 - 11/04/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
MA
04/26/2002 - 07/12/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/26/2002 - 07/12/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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