Jacqueline Walls
Jacqueline Walls is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 2 years of industry experience. Jacqueline 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
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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 Activities
Jacqueline owns Walls Leadership, a leadership training business in Baton Rouge, LA, since 2016. While she started the business a few years ago, she has not actively promoted its services or received income from it in the past two years, dedicating minimal time to it.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.