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Jeffrey Spurling

23 Years of Experience
Greenwood Village, CO
Broker

Jeffrey Spurling is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 23 years of industry experience. Jeffrey 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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Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.
November 2021 - Present · 4 yrs 6 mos
Empower Financial Services, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Premier Capital Advisors LLC
September 2018 - October 2019 · 1 yr 1 mo
Advisors Asset Management, INC.
October 2015 - September 2018 · 2 yrs 11 mos
Advisors Asset Management, INC.Broker
October 2015 - September 2018 · 2 yrs 11 mos
Bb&t Investment Services, INC.
October 2014 - October 2015 · 1 yr
Bb&t Investment Services, INC.Broker
October 2014 - October 2015 · 1 yr
Innovation Partners LLCBroker
October 2012 - October 2014 · 2 yrs
Snow Capital Management, L.P.
July 2010 - July 2012 · 2 yrs
Transamerica Capital, INC.Broker
August 2008 - June 2009 · 10 mos
Old Mutual Capital
June 2008 - July 2008 · 1 mo
Old Mutual Investment PartnersBroker
April 2005 - July 2008 · 3 yrs 3 mos
Phoenix Equity Planning CorporationBroker
November 1998 - September 2002 · 3 yrs 10 mos
Charles Schwab & CO., INC.Broker
April 1998 - July 1998 · 3 mos
Quick & Reilly, INC.Broker
December 1997 - April 1998 · 4 mos
Tower Square Securities, INC.Broker
January 1996 - December 1997 · 1 yr 11 mos
State Registrations1 state
FL
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.
Jeffrey Spurling - Financial Advisor | TrueAdvisor