Devon Jerrard
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 Advisory Group, LLCJul 2022 to now
- Empower Financial Services, IncJul 2022 to now
- Bank of America, N.A.May 2018 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Jul 2022
- UnemployedMar 2018 to Apr 2018
- Pruco Securities LLCMay 2017 to Feb 2018
- The Prudential Insurance Company of AmericaMay 2017 to Feb 2018
- Morgan StanleyMay 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6259199
- Firm CRD
- 112058