Jonathan M. Feola
Professional summary
Jonathan Michael Feola is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Ft Wayne, Indiana and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Feola's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2017 - Present
EMPOWER ADVISORY GROUP, LLC
January 31, 2017 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111December 3, 2010 - January 3, 2017
T. ROWE PRICE ADVISORY SERVICES, INC.
June 16, 2010 - January 3, 2017
T. ROWE PRICE INVESTMENT SERVICES, INC.
January 3, 2007 - May 15, 2007
T. ROWE PRICE INVESTMENT SERVICES, INC.
January 20, 2006 - October 24, 2006
PFS INVESTMENTS INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
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
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