Jared
Kersten

Empower Advisory Group, LLC

CRD#6015816
Investment Advisor
in Tampa, FL

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About this Advisor

Jared Kersten is a financial advisor based in Tampa, Florida, working with Empower Advisory Group, LLC. Jared has previously held positions at Charterone Bank, Cco Investment Services, Pnc Bank, Pnc Investments, Fisher Investments, Reserve Fund Advisers LLC, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Jared has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Jared is part of Empower Advisory Group, LLC, which operates out of Tampa, Florida. 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 63, 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

Tampa, FL

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

FL Average: 28
Total Number of Accounts

188,739

FL Average: 1,101
Average Account Size

$711,454

FL Average: $2,134,119

Investment Advisory Services

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

Jared Kersten Work History

2023 - Present (1 year)

Empower Financial Services, Inc

2023 - Present (1 year)

Empower Advisory Group, LLC

2023 - 2023 (< 1 year)

Reserve Fund Advisers LLC

2018 - 2023 (5 years)

Fisher Investments

2017 - 2018 (1 year)

Pnc Bank

2017 - 2018 (1 year)

Pnc Investments

2014 - 2017 (3 years)

Charterone Bank

2014 - 2017 (3 years)

Cco Investment Services

Disclosures

Please visit the SEC profile of Jared Kersten 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
Deondra Perrone
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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