Unclaimed
Keith Douglas Jones is an investment advisor representative at Empower Advisory Group, LLC. Keith has been in the financial services industry for over 9 years. Keith holds the Series 66, Series 7 and SIE licenses. Keith is registered in Colorado. Keith specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
06/24/2014 - 05/07/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT COLLINS CO)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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