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Jonas Brier

Empower Advisory Group, LLC

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About Jonas Brier

Jonas Brier is a financial advisor with Empower Advisory Group, LLC. Jonas has been in the financial services industry since 2007 and has experience in various financial services companies including NYLIFE SECURITIES LLC and FIDELITY BROKERAGE SERVICES LLC. Jonas holds Series 7 and Series 63 licenses and is a Certified Financial Planner. Jonas has registrations for the broker-dealer services in 52 states and is registered as an Investment Advisor Representative in Massachusetts. Jonas specializes in portfolio management for individuals and financial planning services. Empower Advisory Group, LLC is a registered investment advisor with offices in Greenwood Village, Colorado and Andover, Massachusetts.

Firm Information

Jonas Brier 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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Jonas Brier’s Registration & Firm History

CO

11/28/2018 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MA

11/11/2011 - 07/08/2016

NYLIFE SECURITIES LLC (ANDOVER MA)

NH

03/07/2007 - 07/07/2011

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 03/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonas Brier.
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