Kimberly
Jackson

Empower Advisory Group, LLC

CRD#4391913
Investment Advisor
in Carmel, NY

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About this Advisor

Kimberly Jackson is a financial advisor based in Carmel, New York, working with Empower Advisory Group, LLC. Kimberly has previously held positions at Homemaker, Lucille Roberts, Ebay, Thrivent Investment Management Inc, Thrivent Financial, Jon Hendrickson - Thrivent Financial, Gwfs Equities, Inc, Advised Assets Group, LLC, and Thrivent Financial - James Bilger. Kimberly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Kimberly is part of Empower Advisory Group, LLC, which operates out of Carmel, New York. 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 66

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

Carmel, NY

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

NY Average: 28
Total Number of Accounts

188,739

NY Average: 1,101
Average Account Size

$711,454

NY Average: $2,134,119

Investment Advisory Services

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

Kimberly Jackson Work History

2022 - Present (3 years)

Gwfs Equities, Inc

2022 - Present (3 years)

Advised Assets Group, LLC

2021 - 2022 (1 year)

Thrivent Investment Management Inc

2021 - 2022 (1 year)

Jon Hendrickson - Thrivent Financial

2020 - 2021 (1 year)

Homemaker

2019 - 2019 (< 1 year)

Thrivent Financial

2019 - 2020 (1 year)

Thrivent Financial

2017 - 2020 (3 years)

Thrivent Investment Management Inc

2017 - 2019 (2 years)

Thrivent Financial - James Bilger

2012 - 2017 (5 years)

Ebay

2010 - 2016 (6 years)

Lucille Roberts

2008 - 2017 (9 years)

Homemaker

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kimberly Jackson 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
Michael Byrne
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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