Joan Check
Joan Check is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Toms River, NJ, with 21 years of industry experience. Joan 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
Toms River, NJ
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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 ActivitiesSells Insurance
Joan receives trailing commissions from Check Insurance Agency LLC, a property and casualty insurance agency, for business completed before March 2022, with no current solicitation or servicing. Joan is also the executrix of a friend's estate.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Farmers Financial Solutions, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Citistreet Equities LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.