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Aljon Lovelace

Investment adviser representative at Empower Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4BFirm assets

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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

13 years in the industry.

  1. Empower Advisory Group, LLCMay 2026 to now
  2. JustanswerMar 2025 to May 2026
  3. Mdrn Capital, LLCNov 2024 to Apr 2025
  4. Empower Advisory Group, LLCApr 2024 to Nov 2024
  5. Edge Creek Wealth Management LLCMar 2023 to May 2024
  6. Retirement Planners of AmericaNov 2013 to Dec 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

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

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
5644889
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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