Jalisa
Grissom

Empower Advisory Group, LLC

CRD#6855875
Investment Advisor
in Montgomery, AL

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About this Advisor

Jalisa Grissom is a financial advisor based out of Montgomery, Alabama who has 1 year of industry experience. Grissom is on the advisory team at Empower Advisory Group, LLC. Their career trajectory has included roles at State Of Alabama Dhr, Wells Fargo, Troy Montgomery, New York Life Insurance Company, Nylife Securities, LLC and Gwfs Equities, Inc. Grissom maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama. Empower Advisory Group, LLC is a company that has its headquarters in Englewood, CO. The firm has offices in five locations and a total of 874 employees. It oversees $116 billion in assets under management between its 236,022 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 58 charitable organizations. Of its 236,022 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules depend on the type of services. However, fees billed by Empower Advisory Group, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Montgomery, AL

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

AL Average: $2,349,664,866
Total Number of Employees

874

AL Average: 28
Total Number of Accounts

236,022

AL Average: 1,101
Average Account Size

$492,383

AL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jalisa Grissom Work History

Jalisa has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Gwfs Equities, Inc

2018 - 2021 (3 years)

Nylife Securities, LLC

2017 - 2021 (4 years)

New York Life Insurance Company

2015 - 2016 (1 year)

State Of Alabama Dhr

2013 - 2015 (2 years)

Wells Fargo

2012 - 2017 (5 years)

Troy Montgomery

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jalisa Grissom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Empower Advisory Group, LLC

Manuel Mares
Englewood, CO
Kevin Shillingsburg
Englewood, CO
Michael Hefty
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Brian Vance
Englewood, CO
Michelle Stewart
Englewood, CO
Charles Guy
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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