Kenneth L. Jacobs
Professional summary
Kenneth Luther Jacobs Jr, who also goes by Kenneth Luther Jacobs Jr., Kenneth Luther Jacobs Jr, Kenneth Luther Jacobs, Kenneth Jacobs, Kenny Jacobs, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Fort Worth, Texas and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Kenneth has worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Luther Jacobs Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 11, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
December 12, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111October 22, 2020 - June 30, 2023
ROBINHOOD FINANCIAL, LLC
January 16, 2019 - October 27, 2020
CHARLES SCHWAB & CO., INC.
November 26, 2012 - October 9, 2014
STRATEGIC ADVISERS LLC
July 12, 2012 - January 4, 2019
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional 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
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.
