Jose Carlos Velarde gainza
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCMay 2026 to now
- Empower Financial Services, IncMar 2026 to now
- First Horizon BankFeb 2025 to Mar 2026
- Unemployment GapDec 2024 to Feb 2025
- Asheville Catholic SchoolJan 2024 to Dec 2024
- CarmaxOct 2023 to Jan 2024
- Unemployment GapJun 2023 to Oct 2023
- Northwestern MutualJul 2022 to Jun 2023
- Unemployment GapMay 2022 to Jun 2022
- North Carolina State UniversityAug 2018 to May 2022
- Pine Forest High SchoolAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7599960
- Firm CRD
- 112058