Jeremy
Lee

Empower Advisory Group, LLC

CRD#7258921
Investment Advisor
in Englewood, CO

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About this Advisor

Jeremy Lee is a financial advisor based in Englewood, Colorado, working with Empower Advisory Group, LLC. Jeremy has previously held positions at Oshkosh Defense, Hedge Plus, Asq, Annex Wealth Management, Personal Capital Advisors Corporation, and Empower Advisory Group, LLC. Jeremy has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Jeremy is part of Empower Advisory Group, LLC, which operates out of Englewood, Colorado. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

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

$134,279,160,181

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

766

CO Average: 28
Total Number of Accounts

188,739

CO Average: 1,101
Average Account Size

$711,454

CO Average: $2,134,119

Investment Advisory Services

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

Jeremy Lee Work History

2023 - Present (1 year)

Empower Advisory Group, LLC

2021 - Present (3 years)

Personal Capital Advisors Corporation

2020 - 2021 (1 year)

Annex Wealth Management

2019 - 2020 (1 year)

Asq

2016 - 2019 (3 years)

Hedge Plus

2014 - 2016 (2 years)

Oshkosh Defense

Disclosures

Please visit the SEC profile of Jeremy Lee 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

Jon Travis
Kansas City, MO
Brent Martinson
Englewood, CO
Andrew Stahl
Englewood, CO
Kristopher Yates
Englewood, CO
Janine Sam
Myersville, MD
Daniel Fuqua
Abingdon, MD
Tara Voorhies
Englewood, CO
Francisco Hernandez
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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