Jamie Phillips
Investment adviser representative at Empower Advisory Group, LLC
14 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
Are you Jamie Phillips? Claim your profile
Contact this firm
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
14 years in the industry.
- Empower Advisory Group, LLCMay 2022 to now
- Empower Financial Services, IncMay 2022 to now
- Fidelity Brokerage Services LLCJul 2019 to May 2022
- Morgan Stanley Private Bank, N.A.Nov 2018 to Jul 2019
- Morgan StanleyOct 2018 to Jul 2019
- The Investment Center IncAug 2018 to Oct 2018
- Lakeside Fitness CenterDec 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7006640
- Firm CRD
- 112058