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Jessica Rhae Gerdes

Investment adviser representative at Empower Advisory Group, LLC
15 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

15 years in the industry.

  1. Empower Advisory Group, LLCSep 2024 to now
  2. Empower Financial Services, IncSep 2024 to now
  3. TIAAJun 2011 to Sep 2024
  4. TIAA-CREF Individual & Institutional Services, LLCJun 2011 to Sep 2024

Exams passed

  • Series 66 · Uniform Combined State Law2017

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
4857642
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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