Jonathan Palacpac
Investment adviser representative at Empower Advisory Group, LLC
17 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
17 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial ServicesApr 2022 to now
- J.P. Morgan Securities LLCNov 2020 to Apr 2022
- JPMorgan Chase Bank, N.A.Nov 2020 to Apr 2022
- UnemployedApr 2020 to Oct 2020
- AerotekJul 2019 to Mar 2020
- JPMorgan Chase Bank, N.A.Jul 2018 to Jun 2019
- The Prado Group IncOct 2017 to Oct 2018
- AmazonSep 2017 to Sep 2017
- UnemployedJun 2017 to Aug 2017
- WalgreensMay 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7317578
- Firm CRD
- 112058