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Jean Carlo Peguero

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.

  1. Empower Advisory Group, LLCDec 2025 to now
  2. Gwfs Equities, IncFeb 2020 to now
  3. UpsDec 2019 to Jan 2020
  4. UnemployedJan 2019 to Nov 2019
  5. TeslaDec 2017 to Dec 2018
  6. UnemployedApr 2017 to Dec 2017
  7. LyftApr 2016 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NH).

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
7226753
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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