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Joseph C Chang

Investment adviser representative at Empower Advisory Group, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Empower Advisory Group, LLCDec 2023 to now
  2. Gwfs Equities, Inc.Apr 2022 to now
  3. Prudential Investment Management Services LLCAug 2017 to now
  4. The Prudential Insurance Company of AmericaJun 2011 to now
  5. Pruco Securities, LLC.Sep 2012 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (NY).

Empower Advisory Group, LLC

$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2373998
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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