JM
JM
Jonathan Meador
9 Years of Experience
Floyds Knobs, IN
1 DisclosureBroker
Jonathan Meador is a registered investment advisor at Empower Advisory Group, LLC, based in Floyds Knobs, IN, with 9 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 Value | Annual Fee |
|---|---|
| Any | 0.60% |
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
—
Loading...
Location
Floyds Knobs, IN
Get directionsHistory
Regulatory History (1)
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.
Customer Dispute
April 2021Denied
Employment History
Current Registrations
Empower Advisory Group, LLC
July 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.
August 2023 - Present · 3 yrs 2 mos
Empower Financial Services, INC.Broker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Robinhood Financial, LLCBroker
September 2020 - July 2022 · 1 yr 10 mos
Prudential Financial Planning Services
April 2018 - September 2020 · 2 yrs 5 mos
Pruco Securities, LLC.Broker
April 2018 - September 2020 · 2 yrs 5 mos
MML Investors Services, LLC
April 2016 - March 2018 · 1 yr 11 mos
MML Investors Services, LLCBroker
February 2016 - March 2018 · 2 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
October 2015 - February 2016 · 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2015 - February 2016 · 5 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.