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Jonathan Rawl

4 Years of Experience
Philadelphia, PA
2 DisclosuresBroker

Jonathan Rawl is a registered investment advisor at Empower Advisory Group, LLC, based in Philadelphia, PA, with 4 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.

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
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Location

Philadelphia, PA

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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.
Financial
February 2022
Final
Financial
January 2020
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
November 2025 - Present · 11 mos
Empower Financial Services, INC.Broker
March 2025 - Present · 1 yr 7 mos
Empower Financial Services, INC.
March 2025 - Present · 1 yr 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2023 - December 2024 · 1 yr 3 mos
Nylife Securities LLCBroker
October 2013 - August 2015 · 1 yr 10 mos
State Registrations45 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.
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