Jeremy Winters
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCMay 2026 to now
- Empower Financial Services, IncApr 2026 to now
- Morgan StanleyJan 2023 to May 2026
- E*trade Securities LLCFeb 2021 to May 2026
- Ken Dean State Farm AgencyAug 2020 to Dec 2020
- Valic Financial Advisors, Inc.Jun 2017 to Jul 2020
- JPMorgan Chase BankJan 2015 to Apr 2017
- JPMorgan Securities LLCJan 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4441549
- Firm CRD
- 112058