TrueAdvisor
TrueAdvisor
JB
JB

Jonathan Blomquist

Empower Advisory Group, LLC
22 Years of Experience
Castle Rock, CO
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Jonathan Blomquist is a registered investment advisor at Empower Advisory Group, LLC, based in Castle Rock, CO, with 22 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Castle Rock, CO

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1991
Final Disposition
Criminal
March 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
June 2019 - Present · 7 yrs 4 mos
Empower Financial Services, INC.Broker
September 2014 - Present · 12 yrs 1 mo
Empower Financial Services, INC.
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
J.P. Morgan Institutional Investments
May 2011 - December 2011 · 7 mos
J.P. Morgan Institutional Investments INC.Broker
July 2010 - September 2014 · 4 yrs 2 mos
Chase Investment Services CORP.Broker
December 2006 - December 2010 · 4 yrs
J. P. Morgan Invest, LLCBroker
September 2005 - November 2005 · 2 mos
J.P. Morgan Institutional Investments INC.Broker
August 2004 - December 2006 · 2 yrs 4 mos
State Registrations46 states
AKALARAZCACOCTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors
More financial advisors in Castle Rock, CO →All financial advisors in Colorado →