Joseph Lanier Shortt
Investment adviser representative at Empower Advisory Group, LLC
15 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
15 years in the industry.
- Empower Advisory Group, LLCSep 2025 to now
- Empower Financial Services, IncSep 2025 to now
- Nepenthe Brewing CompanyAug 2025 to now
- Equitable Advisors, LLCMar 2023 to Aug 2025
- LowesMar 2021 to Aug 2021
- WalmartJan 2021 to Mar 2021
- James Madison UniversityAug 2018 to Dec 2022
- Drd Pool ManagementMay 2015 to Sep 2025
- Boys Latin School of MarylandSep 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7707728
- Firm CRD
- 112058