Joseph
Won

Empower Advisory Group, LLC

CRD#5305951
Investment Advisor
in Pflugerville, TX

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About this Advisor

Joseph Won is a financial advisor based in Pflugerville, Texas, working with Empower Advisory Group, LLC. Joseph has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Guideline Tech Inc, Stylin Online, David & Young Group Corp, Salesone LLC, Bank Of America, N.A, Empower Financial Services, Inc, Empower Advisory Group, LLC, and Rocket Dollar Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Joseph is part of Empower Advisory Group, LLC, which operates out of Pflugerville, Texas. 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

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

Pflugerville, TX

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

TX Average: 28
Total Number of Accounts

188,739

TX Average: 1,101
Average Account Size

$711,454

TX Average: $2,134,119

Investment Advisory Services

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

Joseph Won Work History

2023 - Present (1 year)

Empower Financial Services, Inc

2023 - Present (1 year)

Empower Advisory Group, LLC

2018 - 2018 (< 1 year)

Bank Of America, N.A

2018 - 2022 (4 years)

Rocket Dollar Inc

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Guideline Tech Inc

2015 - 2016 (1 year)

Stylin Online

2014 - 2015 (1 year)

David & Young Group Corp

2011 - 2014 (3 years)

Salesone LLC

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Disclosures

Please visit the SEC profile of Joseph Won 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
Jeremy Lee
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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