Jordan Kuntzelman
Investment adviser representative at Empower Advisory Group, LLC
18 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
18 years in the industry.
- Empower Advisory Group, LLCSep 2026 to now
- Empower Financial Services IncSep 2026 to now
- Vanguard Advisers, Inc.Jun 2026 to Aug 2026
- The Vanguard Group, Inc.Jan 2023 to Aug 2026
- Vanguard Marketing CorporationJan 2023 to Aug 2026
- RandstadJun 2022 to Aug 2022
- PetsmartJun 2021 to Aug 2021
- State FarmFeb 2020 to Apr 2022
- Chase BankSep 2019 to Feb 2020
- UBS Bank USAJun 2019 to Jul 2019
- Grand Canyon Beverage CompanyMay 2019 to Sep 2019
- Einstein Bros. BagelsApr 2019 to Apr 2019
- Grand Canyon UniversityJan 2019 to Dec 2022
- Mid Penn BankJun 2018 to Dec 2018
- Harrisburg Area Community CollegeJan 2018 to Dec 2019
- Giant FoodDec 2017 to Jun 2018
- NordstromJul 2017 to Dec 2017
- Chick-fil-aFeb 2016 to Jul 2017
- Mount Calvary Christian SchoolAug 2008 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 7120814
- Firm CRD
- 112058