Jacob Dylan Traylor
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Advisory Group, LLCAug 2024 to now
- Empower Financial Services, IncAug 2024 to now
- Wells Fargo Bank, NAApr 2023 to Aug 2024
- Wells Fargo Clearing Services, LLCApr 2023 to Aug 2024
- PNC BankAug 2022 to Apr 2023
- Regions BankDec 2020 to Aug 2022
- Wilsons Leather ( Am Retail Group )Nov 2018 to Dec 2020
- Vanity Fair OutletJun 2018 to Nov 2018
- Heines and Maruitz ( H&m )Feb 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7730186
- Firm CRD
- 112058