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Jessica Rhae Gerdes

Empower Advisory Group, LLC

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About Jessica Rhae Gerdes

Jessica Gerdes is a financial advisor registered in Colorado with Empower Advisory Group, LLC. She has been in the industry since 2004 and holds Series 7 and 66 licenses. Jessica specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Her work with Empower Advisory Group, LLC focuses on a wide range of clients, including individuals, businesses, and state and municipal government entities. Jessica is dedicated to helping her clients achieve their financial goals.

Firm Information

Jessica Gerdes 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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Jessica Gerdes’s Registration & Firm History

CO

10/04/2024 - Present

Empower Advisory Group, LLC (LITTLETON CO)

CO

10/10/2006 - 07/13/2011

NEW ENGLAND SECURITIES (DENVER CO)

CO

08/25/2005 - 09/05/2006

HORNOR, TOWNSEND & KENT, INC. (COLORADO SPRINGS CO)

NC

03/08/2005 - 08/17/2005

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NE

10/14/2004 - 03/09/2005

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 01/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Rhae Gerdes.
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