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Jeffrey Lamar Richardson

Empower Advisory Group, LLC

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About Jeffrey Lamar Richardson

Jeffrey Lamar Richardson is a financial advisor currently working with Empower Advisory Group, LLC. Jeffrey has been in the financial industry since 2012 and has a wide range of experience. Jeffrey is registered to provide investment advisory services in Arizona and Georgia.

Firm Information

Jeffrey Richardson 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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Jeffrey Richardson’s Registration & Firm History

AZ

04/03/2023 - Present

Empower Advisory Group, LLC (Phoenix AZ)

GA

03/26/2019 - 02/01/2022

MORGAN STANLEY (Duluth GA)

GA

03/28/2016 - 11/01/2016

CETERA INVESTMENT SERVICES LLC (ATLANTA GA)

GA

01/17/2014 - 03/29/2016

WELLS FARGO ADVISORS, LLC (BUFORD GA)

GA

02/09/2012 - 01/22/2014

EDWARD JONES (DACULA GA)

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Licenses & Designations

BC

Issued 04/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/23/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Lamar Richardson. Review regulatory record here.
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