Jeffrey Lamar Richardson
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Financial Services, IncOct 2023 to now
- Empower Advisory Group, LLCApr 2023 to now
- Personal Capital Advisors CorporationJan 2022 to Apr 2023
- Morgan Stanley Private Bank, N.A.May 2019 to Jan 2022
- Morgan StanleyFeb 2019 to Dec 2021
- Capital Markets Iq, LLCNov 2016 to Feb 2019
- Cetera Investment Advisers LLCMar 2016 to Nov 2016
- Cetera Investment Services LLCMar 2016 to Nov 2016
- Regions BankMar 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6011147
- Firm CRD
- 112058