Jordan Swartz
Investment adviser representative at Empower Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
Are you Jordan Swartz? 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
13 years in the industry.
- Empower Advisory Group, LLCJan 2024 to now
- Empower Advisor Group, LLCJan 2024 to now
- Empower Financial Services, IncJan 2024 to now
- The Vanguard Group, Inc.Aug 2021 to Jan 2024
- Dp DoughFeb 2020 to May 2021
- Tommys Tavern and TapDec 2018 to Sep 2019
- Vri HomesJan 2018 to Sep 2019
- University of DelawareAug 2017 to Jun 2021
- Red Bank Regional High SchoolSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7426525
- Firm CRD
- 112058