JT
Jason L. Taulbee
EMPOWER ADVISORY GROUP
Ellijay, GA
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CRD#: 4731746
JT
Professional summary
Jason Lee Taulbee, who also goes by Jason Taulbee Mr., Jason Taulbee, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Ellijay, Georgia and EMPOWER FINANCIAL SERVICES, INC. located in Boston, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jason has worked at 4 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Taulbee Mr. | Jason Taulbee
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.
GTC Mountain Theater; Ticket usher, Concessions - part time weekends position UBER - Independent ContractorDriver; Transportations. Transporting passengers by car. Approx. 10hrs a week, mainly weekends. End 11.13.2021
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Taulbee's 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®
NoneExperience
Current
September 1, 2016 - Present
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
Ellijay, GA
Current
September 2, 2014 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 100 Federal St 18th Floor, Boston, MA 02110BD
CRD#: 13109
Boston, MA
Past
January 15, 2008 - September 3, 2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
RIA
CRD#: 102920
CEDAR RAPIDS, IA
Past
March 30, 2006 - September 2, 2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
CEDAR RAPIDS, IA
Past
April 26, 2004 - March 20, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DES MOINES, IA
Past
January 19, 2004 - March 20, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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(9/2/2014)
RR
Alaska(9/2/2014)
RR
Arizona(9/2/2014)
RR
Arkansas(9/2/2014)
RR
California(9/2/2014)
RR
Colorado(9/2/2014)
RR
Connecticut(9/2/2014)
RR
Delaware(9/2/2014)
RR
District of Columbia(9/2/2014)
RR
Florida(9/2/2014)
RR
Georgia(9/2/2014)
IAR
Georgia(2/14/2025)
RR
Hawaii(9/2/2014)
RR
Idaho(9/2/2014)
RR
Illinois(9/2/2014)
RR
Indiana(9/2/2014)
RR
Iowa(9/2/2014)
RR
Kansas(9/2/2014)
RR
Kentucky(9/2/2014)
RR
Louisiana(9/2/2014)
RR
Maine(9/2/2014)
RR
Maryland(9/2/2014)
RR
Massachusetts(9/2/2014)
RR
Michigan(9/2/2014)
RR
Minnesota(9/2/2014)
RR
Mississippi(9/2/2014)
RR
Missouri(9/2/2014)
RR
Montana(9/2/2014)
RR
Nebraska(9/2/2014)
RR
Nevada(9/2/2014)
RR
New Hampshire(9/2/2014)
RR
New Jersey(9/2/2014)
RR
New Mexico(9/2/2014)
RR
New York(9/2/2014)
RR
North Carolina(9/2/2014)
RR
North Dakota(9/2/2014)
RR
Ohio(9/2/2014)
RR
Oklahoma(9/2/2014)
RR
Oregon(9/2/2014)
RR
Pennsylvania(9/2/2014)
RR
Puerto Rico(9/2/2014)
RR
Rhode Island(9/2/2014)
RR
South Carolina(9/2/2014)
RR
South Dakota(9/2/2014)
RR
Tennessee(9/2/2014)
RR
Texas(9/2/2014)
RR
Utah(9/2/2014)
RR
Vermont(9/2/2014)
RR
Virginia(9/2/2014)
RR
Washington(9/2/2014)
RR
West Virginia(9/2/2014)
RR
Wisconsin(9/2/2014)
RR
Wyoming(9/2/2014)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 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.
