Jorge Luis Garcia-rico
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCApr 2026 to now
- Empower Financial Services, IncApr 2026 to now
- Bank of America, N.A.Dec 2025 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to Mar 2026
- Transamerica Investors Securities, LLCAug 2025 to Nov 2025
- Transamerica Life Insurance CompanyAug 2025 to Nov 2025
- UnemployedFeb 2025 to Aug 2025
- Fidelity InvestmentsSep 2022 to Feb 2025
- J.P. Morgan Securities LLCAug 2021 to Sep 2022
- JPMorgan Chase Bank, N.A.Aug 2020 to Sep 2022
- Charter CommunicationsJun 2020 to Aug 2020
- UnemployedJul 2018 to May 2020
- USAAMar 2018 to Jun 2018
- UnemployedSep 2017 to Feb 2018
- Capital GroupMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 6499608
- Firm CRD
- 112058