Patrick Jones
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, LLCSep 2026 to now
- Empower Financial Services, IncAug 2026 to now
- Brilliant FinishesDec 2025 to Aug 2026
- Latitude Wealth ManagementMay 2025 to Aug 2025
- Agwest Farm CreditMay 2024 to Aug 2024
- Latitude Wealth ManagementMay 2023 to May 2023
- Washington State UniversityAug 2021 to Dec 2025
- Gratitude Organic FarmsJun 2021 to Aug 2021
- Desales Catholic SchoolAug 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7740001
- Firm CRD
- 112058