JF
JF

John Flexon

13 Years of Experience
Fernandina Beach, FL
Broker

John Flexon is a registered investment advisor at Empower Advisory Group, LLC, based in Fernandina Beach, FL, with 13 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

Fernandina Beach, FL

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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

John invested in his younger brother's home inspection and remodeling business, SunShine Home Services LLC, in 2021. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Empower Advisory Group, LLC
March 2022 - Present · 4 yrs 4 mos
Empower Financial Services, INC.
February 2022 - Present · 4 yrs 5 mos
Empower Financial Services, INC.Broker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - February 2022 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - February 2022 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - March 2014 · 1 mo
Fidelity Brokerage Services LLCBroker
April 2012 - January 2014 · 1 yr 9 mos
State Registrations46 states
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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.
John Flexon - Financial Advisor | TrueAdvisor