Cesar Gabriel Espinoza
Investment adviser representative at Empower Advisory Group, LLC
16 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
16 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncJul 2026 to now
- Bank of America, N.A.Nov 2019 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Jul 2026
- JP Morgan Securities LLCJan 2013 to Nov 2019
- JPMorgan Chase BankFeb 2010 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6158028
- Firm CRD
- 112058