Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Caldwell is a registered representative and investment advisor representative with Empower Advisory Group, LLC. Jonah has been working in the financial services industry since 2005 and has a diverse background in both brokerage and advisory services. Jonah holds the Series 7, Series 24, Series 26, Series 65, and Series 66 licenses. Jonah specializes in working with individuals, high-net-worth individuals, families, and businesses. Jonah is committed to providing personalized financial advice to help clients achieve their financial goals.
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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2
CO
03/18/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
06/10/2014 - 05/04/2015
H. BECK, INC. (Castle Pines CO)
CO
08/23/2006 - 09/28/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
04/08/2005 - 05/15/2006
AXA ADVISORS, LLC (DENVER CO)
BOTH
Issued 03/08/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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