Jerry
Boucher

Empower Advisory Group, LLC

CRD#4298762
Investment Advisor
in Englewood, CO

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About this Advisor

Jerry Boucher is a financial advisor based in Englewood, Colorado with 1 year of industry experience. Boucher is currently employed by Empower Advisory Group, LLC. The advisor has gained experience at Edward Jones, Gwfs Equities and Putnam Investments Retail Management. Boucher holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia. Empower Advisory Group, LLC is a registered investment firm based out of Englewood, CO. The firm has offices in five locations and a total of 874 advisors. It administers $116 billion in assets under management across its 236,022 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 58 charitable organizations. Of its 236,022 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. Empower Advisory Group, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually vary depending on the type of services. Fee types charged by Empower Advisory Group, LLC may include 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

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

Jerry Boucher Work History

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

2018 - Present (6 years)

Gwfs Equities

2018 - 2018 (< 1 year)

Edward Jones

2000 - 2018 (18 years)

Putnam Investments Retail Management

*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 Jerry Boucher 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

Brian Vance
Englewood, CO
James Wellman
Englewood, CO
Michael Hefty
Englewood, CO
Katrina Yarbrough
Englewood, CO
Herbert Landstreet
Englewood, CO
Russell Mccary
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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