Jonathan Frederick
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, LLCJul 2026 to now
- Empower Financial Services, IncJun 2026 to now
- Adp Broker-dealer, Inc.Sep 2023 to Jun 2026
- Adp, Inc.Sep 2023 to Jun 2026
- Charles SchwabNov 2022 to Sep 2023
- Short Term DisabilityMay 2022 to Nov 2022
- Rocking R MedicalJan 2019 to May 2022
- Mom Got Sick/caretaker/mourning Her DeathMay 2017 to Jul 2019
- School/collegeAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7804758
- Firm CRD
- 112058