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 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
Floyds Knobs, IN
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2021Denied
Employment History
Current Registrations
Empower Advisory Group, LLC
July 2024 - Present · 1 yr 10 mos
Empower Financial Services, INC.
August 2023 - Present · 2 yrs 9 mos
Empower Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 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
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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.