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JM

John T. Mccabe

EMPOWER ADVISORY GROUP
HOUSTON, TX
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CRD#: 1353912
JM

Professional summary


John Timothy Mccabe, who also goes by John T Mccabe, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Houston, Texas and EMPOWER FINANCIAL SERVICES, INC. located in Katy, Texas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John T Mccabe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Timothy Mccabe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 19, 2019 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
HOUSTON, TX
Current

August 5, 2019 - Present

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
Katy, TX
Past

August 18, 2016 - May 8, 2019

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

August 8, 2016 - May 8, 2019

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
HOUSTON, TX
Past

February 18, 2016 - September 6, 2016

V WEALTH ADVISORS LLC

RIA
CRD#: 153278
Houston, TX
Past

October 9, 2015 - May 29, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX
Past

June 3, 2014 - August 6, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
KINGWOOD, TX
Past

April 27, 2012 - September 17, 2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
SALEM, NH
Past

May 18, 2007 - February 19, 2008

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

June 1, 2005 - July 9, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ALPHARETTA, GA
Past

March 3, 2004 - May 17, 2005

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 14, 2003 - February 11, 2004

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 2, 2001 - May 30, 2002

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

April 1, 1985 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 1, 1985 - December 31, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC

CRD#: 112058 / SEC#: 801-58105

RIA
Registered Investment Advisory firm - (11/22/2000 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nebraska
(8/9/2022)
RR
Texas
(8/5/2019)
IAR
Texas
(8/19/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/5/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC

CRD#: 112058 / SEC#: 801-58105

RIA
Registered Investment Advisory firm - (11/22/2000 Approved)
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Contact information


Main Address
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
Mailing Address
Phone number
(866) 575-4977
Established
Firm type
Fiscal year end
# of Employees
822

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP PERSONAL STRATEGY(R) WRAP FEE PROGRAM (11/25/2025)

Regulatory assets under management


Total Number of Accounts250,707
AUM (Assets Under Management)$ 159,120,330,491

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
03/28/2025
Cover Page
11/21/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EMPOWER ADVISORY GROUP, LLC

CRD#: 112058Houston, TX

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