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Jennifer Marie Stoller

Empower Advisory Group, LLC

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About Jennifer Marie Stoller

Jennifer Marie Stoller is a financial advisor who has been in the industry since January 15, 2012. Jennifer is currently registered with Empower Advisory Group, LLC, which is based in Greenwood Village, Colorado. Jennifer has been with Empower Advisory Group, LLC, since February 19, 2019. Jennifer was previously employed by Fidelity Brokerage Services LLC in Merrimack, New Hampshire. Jennifer specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Jennifer holds the Series 6, 7, 9, 10, 63 and 66 licenses. Jennifer also holds the SIE certification. Jennifer offers financial planning and portfolio management services.

Firm Information

Jennifer Stoller 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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Jennifer Stoller’s Registration & Firm History

CO

02/19/2019 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

NH

01/01/2013 - 01/20/2017

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

01/01/2008 - 05/01/2008

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

04/06/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 07/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/18/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Marie Stoller.
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