Jason Casey
Investment adviser representative at Empower Advisory Group, LLC
17 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
17 years in the industry.
- Empower Advisory Group, LLCOct 2025 to now
- Empower Financial Services, IncOct 2025 to now
- UnemployedJan 2025 to Oct 2025
- TIAAOct 2017 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCOct 2017 to Jan 2025
- MML Investors Services, LLCMar 2017 to Oct 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Oct 2017
- Msi Financial Services, Inc.Oct 2009 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5725649
- Firm CRD
- 112058