John
Overton

Empower Advisory Group, LLC

CRD#6226078
Investment Advisor
in Englewood, CO

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About this Advisor

John Overton is a financial advisor based in Englewood, Colorado. Overton is an advisor for Empower Advisory Group, LLC. Throughout their career, they have worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Fred Overton Seminars, Finicity, John Morecraft, David Mcavoy, Personal Capital, Empower Advisory Group, LLC and Empower Financial Services, Inc. Overton has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and New York. Empower Advisory Group, LLC is an advisory company that has its headquarters in Englewood, CO. The company has offices in five locations and a total of 874 people on staff. It controls $116 billion in assets between its 236,022 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 58 charities and foundations. Of its 236,022 accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services typically are based on which service is offered. However, fee types charged by Empower Advisory Group, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 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

8515 East Orchard Rd 4T2
Englewood, CO 80111

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

CO Average: 28
Total Number of Accounts

236,022

CO Average: 1,101
Average Account Size

$492,383

CO Average: $2,134,119

Investment Advisory Services

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

John Overton Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Empower Advisory Group, LLC

2023 - Present (1 year)

Empower Financial Services, Inc

2020 - 2023 (3 years)

Empower Financial Services, Inc

2018 - 2023 (5 years)

Personal Capital

2017 - 2018 (1 year)

Personal Capital

2016 - 2017 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

2014 - 2014 (< 1 year)

John Morecraft

2014 - 2014 (< 1 year)

David Mcavoy

2013 - 2014 (1 year)

Northwestern Mutual Life Insurance Company

2013 - 2014 (1 year)

Northwestern Mutual Investment Services LLC

2012 - 2013 (1 year)

Finicity

2011 - 2013 (2 years)

Fred Overton Seminars

*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 John Overton 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
Katrina Yarbrough
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Brian Vance
Englewood, CO
Michael Hefty
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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