JR
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John Richardson

15 Years of Experience
Greenwood Village, CO
1 DisclosureBroker

John Richardson is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 15 years of industry experience. John 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 (1)
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Criminal
August 1989
Final Disposition
Other Business Activities

John works as a fitness instructor, teaching indoor cycling classes and training clients for fitness goals since 2015. This takes about 10-20% of his time.

Employment History
Current Registrations
Empower Advisory Group, LLC
May 2021 - Present · 5 yrs
Empower Financial Services, INC.
May 2021 - Present · 5 yrs
Empower Financial Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2020 - April 2021 · 9 mos
Wells Fargo Advisors, LLCBroker
April 2008 - August 2016 · 8 yrs 4 mos
First Union Securities, INC.Broker
October 2000 - August 2001 · 10 mos
First Union Brokerage Services, INC.Broker
May 2000 - October 2000 · 5 mos
State Registrations1 state
VA
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.