JO
JO
John Obrien
11 Years of Experience
Greenwood Village, CO
1 DisclosureBroker
John Obrien is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 11 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
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Financial
October 2024Pending
Employment History
Current Registrations
Empower Advisory Group, LLC
February 2026 - Present · 7 mos
Empower Financial Services, INC.
July 2024 - Present · 2 yrs 2 mos
Empower Financial Services, INC.Broker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2022 · 4 yrs
Strategic Advisers LLC
January 2014 - July 2018 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
November 2013 - June 2022 · 8 yrs 7 mos
Edward Jones
January 2013 - May 2013 · 4 mos
Edward JonesBroker
September 2012 - May 2013 · 8 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.