Jared Michael Morris
Investment adviser representative at Empower Advisory Group, LLC
14 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
14 years in the industry.
- Empower Advisory Group, LLCAug 2024 to now
- Empower Financial Services, IncAug 2024 to now
- Empwer Advisory Group, LLCAug 2024 to now
- Wells Fargo Bank, NAApr 2021 to Aug 2024
- Wells Fargo Clearing Services, LLCApr 2021 to Aug 2024
- Allegacy Federal Credit UnionNov 2020 to Mar 2021
- Bb&tNov 2012 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7363069
- Firm CRD
- 112058