Jason Young
Jason Young is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 28 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jason is a member of NANJS LLC, a rental property business, and spends minimal time as an investor. He also helps manage NANJY LLC to find real estate and make it rental properties, dedicating a few hours per week, and co-owns a retail party store with his spouse, assisting with accounting and other activities.
Employment History
Current Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Empower Financial Services, INC.
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Broker Dealer Financial Services CORP.Broker
State Registrations46 states
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.