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JY

Jason A. Young

EMPOWER ADVISORY GROUP
Parker, CO
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CRD#: 2633157
JY

Professional summary


Jason Arthur Young, who also goes by Jason Arthur Young, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Parker, Colorado and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jason has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jason Arthur Young

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.
Name of Outside Business:NANJS LLC; Investment Related:No; Address of Outside Business:Denver, CO; Nature of Outside Business:Rental Property; Position:Member; Start Date:9/6/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: No duties, just an investor. Name: NANJY LLC Role: Manager Member, Type: Rental Property, Start Date: 02/01/2021, Investment Related?: No, Address:6327 S Jamaica Ct, Englewood, CO 80111, Number of Hours/Mo: 5, Duties: I will help managed the LLC to find real estate and make it rental properties. I have a property manager and I will handle the business of the LLC. Camp K dba Parker Party America / CoOwner with spouse. Retail party store. CoOwner of spouse's business; will help with accounting and behind the scenes store activities.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jason Arthur Young'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

April 27, 2022 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Parker, CO
Current

April 27, 2022 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111
BD
CRD#: 13109
Greenwood Village, CO
Past

February 27, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
COLORADO SPRINGS, CO
Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
COLORADO SPRINGS, CO
Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
COLORADO SPRINGS, CO
Past

August 7, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

July 9, 1996 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
COLORADO SPRINGS, CO
Past

January 24, 1996 - July 8, 1996

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
WEST DES MOINES, IA

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
Alabama
(4/27/2022)
RR
Alaska
(4/27/2022)
RR
Arizona
(4/27/2022)
RR
Arkansas
(4/27/2022)
RR
California
(4/27/2022)
RR
Colorado
(4/27/2022)
IAR
Colorado
(4/27/2022)
RR
Connecticut
(4/27/2022)
RR
Delaware
(4/27/2022)
RR
Georgia
(4/27/2022)
RR
Hawaii
(4/27/2022)
RR
Idaho
(4/27/2022)
RR
Illinois
(4/27/2022)
RR
Indiana
(4/27/2022)
RR
Iowa
(4/27/2022)
RR
Kansas
(4/27/2022)
RR
Kentucky
(4/27/2022)
RR
Maine
(4/27/2022)
RR
Massachusetts
(4/27/2022)
RR
Michigan
(4/27/2022)
RR
Minnesota
(4/27/2022)
RR
Mississippi
(4/27/2022)
RR
Missouri
(4/27/2022)
RR
Montana
(4/28/2022)
RR
Nebraska
(4/27/2022)
RR
Nevada
(4/27/2022)
RR
New Hampshire
(4/27/2022)
RR
New Jersey
(4/27/2022)
RR
New Mexico
(4/27/2022)
RR
New York
(4/27/2022)
RR
North Carolina
(4/27/2022)
RR
North Dakota
(4/27/2022)
RR
Oklahoma
(4/27/2022)
RR
Oregon
(4/27/2022)
RR
Pennsylvania
(4/27/2022)
RR
Rhode Island
(4/27/2022)
RR
South Carolina
(4/27/2022)
RR
South Dakota
(4/27/2022)
RR
Tennessee
(4/27/2022)
RR
Texas
(4/27/2022)
RR
Utah
(4/27/2022)
RR
Vermont
(4/27/2022)
RR
Virginia
(4/27/2022)
RR
Washington
(4/27/2022)
RR
West Virginia
(4/27/2022)
RR
Wisconsin
(4/27/2022)
RR
Wyoming
(4/27/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 112058Parker, CO

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