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Jason Shimkos

Investment adviser representative at Empower Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business

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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

10 years in the industry.

  1. Daughter Thai Kitchen and BarApr 2024 to now
  2. Empower Advisory Group, LLCApr 2023 to now
  3. Empower Financial Services, IncMay 2022 to now
  4. PotagerFeb 2023 to Apr 2024
  5. GrubhubJul 2022 to Mar 2025
  6. CoohillsJun 2022 to Feb 2023
  7. Sage Hospitality (urban Farmer)Jan 2021 to Jun 2022
  8. Whole FoodsJun 2020 to Oct 2020
  9. Cholon Restaurant GroupNov 2019 to Mar 2020
  10. Amazon ServicesSep 2019 to May 2022
  11. SproutsNov 2018 to Oct 2019
  12. The Root GroupApr 2016 to Oct 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

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

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
4138164
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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