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Jared Christensen

EMPOWER ADVISORY GROUP
GILBERT, AZ
·CRD# 4927914·21 years experience

Professional Summary

Jared Christensen, who also goes by Jared L Christensen, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Gilbert, Arizona and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado. Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jared has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jared L Christensen

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

EMPOWER ADVISORY GROUP, LLC·CRD# 112058
RIA
Gilbert, AZ
March 11, 2026 - Present
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
8515 E Orchard Road, Greenwood Village, CO 80111
March 6, 2026 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Gilbert, AZ
March 31, 2025 - February 24, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Gilbert, AZ
July 13, 2018 - March 31, 2025
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Gilbert, AZ
June 13, 2008 - July 13, 2018
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
San Francisco, CA
June 10, 2008 - February 19, 2026
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Salt Lake City, UT
September 24, 2007 - May 7, 2008
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Salt Lake City, UT
July 4, 2005 - May 7, 2008

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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 - SEC (11/22/2000 Approved)

Contact Information

Main Address

8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Phone Number

(866) 575-4977

# of Employees

8,051

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (5/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

297,074

AUM (Assets Under Management)

$195,426,321,479

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/26/2026Cover PageReport
03/28/2025Cover PageReport
11/21/2023Cover PageReport

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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.

Forge Wellness and Longevity Center, not investment related, - I am starting a men's wellness and hormone treatment center. job title for the role- I will not be an active member of the center and am not planning on assigning an official title, start date: 5/1/2026, hours devoted per month, 5-10, hours during trading hours: 0.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(3/11/2026)
IAR
Arizona
(3/11/2026)
RR
California
(3/6/2026)
RR
Texas
(3/6/2026)
RR
Utah
(3/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2005About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Mar 2008About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Feb 2008About the Series 9 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jared Christensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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