JV
JV

Jean Victor

25 Years of Experience
Greenwood Village, CO
Broker

Jean Victor is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 25 years of industry experience. Jean 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

Jean is the Vice President of the Jefferson Condominium Association, a volunteer position requiring minimal time. Jean also co-owns an online reselling business with their wife, also requiring minimal time.

Employment History
Current Registrations
Empower Advisory Group, LLC
October 2023 - Present · 2 yrs 7 mos
Empower Financial Services, INC.
August 2023 - Present · 2 yrs 9 mos
Empower Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - August 2021 · 3 yrs 6 mos
TD Ameritrade, INC.Broker
February 2018 - August 2021 · 3 yrs 6 mos
TD Ameritrade Investment Management, LLC
February 2018 - August 2021 · 3 yrs 6 mos
Scottrade Investment Management
June 2017 - February 2018 · 8 mos
Scottrade, INC.Broker
December 2011 - February 2018 · 6 yrs 2 mos
Charles Schwab & CO., INC.Broker
October 2007 - July 2011 · 3 yrs 9 mos
TD Ameritrade, INC.Broker
August 1998 - June 2007 · 8 yrs 10 mos
The Golden, Lender Financial Group, INC.Broker
August 1998 - August 1998 · 0 mos
Andrew Garrett, INC.Broker
April 1998 - August 1998 · 4 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.