Joan L Check
Investment adviser representative at Empower Advisory Group, LLC
6 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
6 years in the industry.
- Empower Advisory Group, LLCDec 2022 to now
- Empower Retirement ServicesNov 2022 to now
- Eagle Strategies LLCApr 2022 to Nov 2022
- New York Life Insurance CoMar 2022 to Nov 2022
- Nylife Securities LLCMar 2022 to Nov 2022
- Unemployed - HomemakerJan 2021 to Feb 2022
- Equitable Advisors, LLCApr 2019 to Dec 2020
- AXA Advisors, LLCApr 2019 to Jun 2020
- UnemployedJan 2019 to Apr 2019
- Allstate Insurance CompanyJan 2017 to Dec 2018
- Pine Belt Insurance Agency LLC -Jan 2017 to Dec 2018
- Farmers Financial SolutionsJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3199748
- Firm CRD
- 112058