Jonathan
Duncan
Empower Advisory Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathan Duncan is a financial advisor operating out of Englewood, Colorado with 1 year of industry experience. Duncan is an advisor for Empower Advisory Group, LLC. Throughout their career, Duncan has worked at Walker Marketing Consultants, Weiging Family Chiropractic, Ymca, Wellbridge Athletic Club, Chaminade Junior Varisty Lacrosse, Ohio Weslyan, Nationwide Investment Services Corp and Gwfs Equities, Inc. Duncan has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Empower Advisory Group, LLC is an advisory business operating out of Englewood, CO. It has offices in five locations and a total of 874 employees. It controls $116 billion in assets among its 236,022 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 58 charities and foundations. Of its 236,022 customer accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management depend on which services the firm provides the client. However, fee types billed by Empower Advisory Group, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Empower Advisory Group, LLC Brokerage Details
$116,213,253,377
874
236,022
$492,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jonathan Duncan Work History
Jonathan has been registered as a financial advisor for 1 years.*
Gwfs Equities, Inc
Chaminade Junior Varisty Lacrosse
Nationwide Investment Services Corp
Wellbridge Athletic Club
Walker Marketing Consultants
Weiging Family Chiropractic
Ymca
Ohio Weslyan
*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 Jonathan Duncan 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
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
