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Jennifer Stoller

14 Years of Experience
Merrimack, NH
Broker

Jennifer Stoller is a registered investment advisor at Empower Advisory Group, LLC, based in Merrimack, NH, with 14 years of industry experience. Jennifer 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

Merrimack, NH

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History

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.

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Other Business Activities

Jennifer is an independent consultant for Agnes and Dora, selling clothing. She also sells makeup for Younique, dedicating minimal time to this activity.

Employment History
Current Registrations
Empower Advisory Group, LLC
February 2019 - Present · 7 yrs 7 mos
Empower Financial Services, INC.
March 2017 - Present · 9 yrs 6 mos
Empower Financial Services, INC.Broker
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
Advised Assets Group, LLC
March 2017 - May 2018 · 1 yr 2 mos
Strategic Advisers, INC.
August 2014 - January 2017 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2013 - January 2017 · 4 yrs
Fidelity Brokerage Services LLCBroker
January 2008 - May 2008 · 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
April 2007 - January 2008 · 9 mos
State Registrations1 state
NH
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.
Jennifer Stoller - Financial Advisor | TrueAdvisor