Ann Davis
Investment adviser representative at Empower Advisory Group, LLC
14 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
14 years in the industry.
- Empower Advisory Group, LLCJul 2021 to now
- Gwfs Equities, IncMay 2021 to now
- JPMorgan Chase Bank N.A.Oct 2019 to May 2021
- JPMorgan Securities LLCOct 2019 to May 2021
- Fifth Third SecuritiesAug 2015 to Sep 2019
- Fifth Third BankSep 2012 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5543041
- Firm CRD
- 112058