Jason Zephir is a registered investment advisor, based in Greenwood Village, CO, with 21 years of industry experience.
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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.
Learn about disclosures →Employment History
Current Registrations
Empower Advisory Group, LLC
October 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.
October 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2019 - September 2024 · 5 yrs 3 mos
Charles Schwab & CO., INC.
June 2019 - September 2024 · 5 yrs 3 mos
Ameriprise Financial Services, INC.
September 2017 - June 2019 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
September 2017 - June 2019 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - September 2017 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - September 2017 · 11 mos
Scottrade, INC.Broker
April 2011 - September 2016 · 5 yrs 5 mos
Strategic Advisers, INC.
June 2008 - March 2011 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
October 2006 - March 2011 · 4 yrs 5 mos
Citicorp Investment ServicesBroker
August 2006 - September 2006 · 1 mo
T. Rowe Price Advisory Services, INC.
December 2004 - July 2006 · 1 yr 7 mos
T. Rowe Price Investment Services, INC.Broker
December 2004 - July 2006 · 1 yr 7 mos
American Express Financial Advisors, INC.
January 2003 - June 2003 · 5 mos
American Express Financial Advisors INC.Broker
January 2003 - June 2003 · 5 mos
Ids Life Insurance CompanyBroker
January 2003 - June 2003 · 5 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.