WJ
WJ

William Jennrich

35 Years of Experience
Greenwood Village, CO
Broker

William Jennrich is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 35 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is the President of the Frankfort Lions Club, leading meetings, directing activities, and managing fundraising efforts. He does not provide investment services or handle club accounts.

Employment History
Current Registrations
Empower Advisory Group, LLC
December 2023 - Present · 2 yrs 7 mos
Empower Financial Services, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Empower Financial Services, INC.
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Prudential Financial Planning Services
June 2021 - November 2022 · 1 yr 5 mos
Pruco Securities, LLC.Broker
June 2018 - November 2022 · 4 yrs 5 mos
Cetera Financial Specialists LLCBroker
May 2005 - February 2017 · 11 yrs 9 mos
Vision Investment Services, INC.Broker
June 2002 - March 2005 · 2 yrs 9 mos
Investment Network, INC.Broker
December 1986 - July 2000 · 13 yrs 7 mos
State Registrations45 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Jennrich - Financial Advisor | TrueAdvisor