Jordan
Swartz

Empower Advisory Group, LLC

CRD#7426525
Investment Advisor
in Little Silver, NJ

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About this Advisor

Jordan Swartz is a financial advisor based in Little Silver, New Jersey, working with Empower Advisory Group, LLC. Jordan has previously held positions at The Vanguard Group, Inc, Hackensack Meridian Health Data Center, Vri Homes, Tommys Tavern And Tap, University Of Delaware, Red Bank Regional High School, Dp Dough, Empower Financial Services, Inc, and Empower Advisor Group, LLC. Jordan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Jordan is part of Empower Advisory Group, LLC, which operates out of Little Silver, New Jersey. 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 66, Series 63

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

Little Silver, NJ

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

NJ Average: 28
Total Number of Accounts

188,739

NJ Average: 1,101
Average Account Size

$711,454

NJ Average: $2,134,119

Investment Advisory Services

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

Jordan Swartz Work History

2024 - Present (0 year)

Empower Financial Services, Inc

2024 - Present (0 year)

Empower Advisor Group, LLC

2021 - Present (3 years)

The Vanguard Group, Inc

2020 - 2021 (1 year)

Dp Dough

2018 - 2019 (1 year)

Vri Homes

2018 - 2019 (1 year)

Tommys Tavern And Tap

2017 - 2021 (4 years)

University Of Delaware

2016 - 2016 (< 1 year)

Hackensack Meridian Health Data Center

2013 - 2017 (4 years)

Red Bank Regional High School

Disclosures

Please visit the SEC profile of Jordan Swartz 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

Michael Byrne
Englewood, CO
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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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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