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Jon Hatten

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.

  1. Empower Advisory Group, LLCNov 2021 to now
  2. Advised Assets Groups, LLCOct 2021 to now
  3. Gwfs Equities, IncOct 2021 to now
  4. Ef Legacy Securities, LLCJan 2020 to Oct 2021
  5. Aria Retirement Solutions, Inc.Mar 2017 to Jan 2020
  6. Portsmouth Financial Services, Inc.Mar 2017 to Jan 2020
  7. Cuna Brokerage Services, Inc.May 2015 to Mar 2017
  8. Cuna Mutual GroupMay 2015 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2003
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

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

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
4646092
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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