AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JS

Jonathan A. Safko

EMPOWER ADVISORY GROUP
CUMMING, GA
Some features on this profile are disabled
CRD#: 6326295
JS

Professional summary

Jonathan Andrew Safko, who also goes by Jon Andrew Safko, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Cumming, Georgia 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 2014. Jonathan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jon Andrew Safko

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew Safko'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

March 20, 2026 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
CUMMING, GA
Current

March 19, 2026 - Present

EMPOWER FINANCIAL SERVICES, INC.

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

August 28, 2025 - March 17, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ATLANTA, GA
Past

August 18, 2025 - March 17, 2026

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ATLANTA, GA
Past

September 5, 2023 - July 10, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Alpharetta, GA
Past

March 20, 2023 - July 10, 2025

MORGAN STANLEY

BD
CRD#: 149777
Alpharetta, GA
Past

January 14, 2016 - September 5, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Alpharetta, GA
Past

January 13, 2016 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Alpharetta, GA
Past

April 1, 2015 - February 2, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ATLANTA, GA
Past

March 9, 2015 - February 2, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ATLANTA, GA
Past

July 15, 2014 - November 24, 2014

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
(3/19/2026)
RR
Alaska
(3/19/2026)
RR
Arizona
(3/19/2026)
RR
Arkansas
(3/19/2026)
RR
California
(3/19/2026)
RR
Connecticut
(3/19/2026)
RR
Delaware
(3/19/2026)
RR
Georgia
(3/19/2026)
IAR
Georgia
(3/20/2026)
RR
Hawaii
(3/19/2026)
RR
Idaho
(3/19/2026)
RR
Illinois
(3/19/2026)
RR
Indiana
(3/19/2026)
RR
Iowa
(3/19/2026)
RR
Kansas
(3/19/2026)
RR
Kentucky
(3/19/2026)
RR
Maine
(3/19/2026)
RR
Massachusetts
(3/19/2026)
RR
Michigan
(3/19/2026)
RR
Minnesota
(3/19/2026)
RR
Mississippi
(3/19/2026)
RR
Missouri
(3/19/2026)
RR
Montana
(3/19/2026)
RR
Nebraska
(3/19/2026)
RR
Nevada
(3/19/2026)
RR
New Hampshire
(3/19/2026)
RR
New Jersey
(3/19/2026)
RR
New Mexico
(3/19/2026)
RR
New York
(3/19/2026)
RR
North Carolina
(3/19/2026)
RR
North Dakota
(3/19/2026)
RR
Oklahoma
(3/19/2026)
RR
Oregon
(3/19/2026)
RR
Pennsylvania
(3/19/2026)
RR
Rhode Island
(3/19/2026)
RR
South Carolina
(3/19/2026)
RR
South Dakota
(3/19/2026)
RR
Tennessee
(3/19/2026)
RR
Texas
(3/19/2026)
RR
Utah
(3/19/2026)
RR
Vermont
(3/19/2026)
RR
Virginia
(3/19/2026)
RR
Washington
(3/19/2026)
RR
West Virginia
(3/19/2026)
RR
Wisconsin
(3/19/2026)
RR
Wyoming
(3/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2014
General Securities Representative Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)
EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE FOR EMPOWER PREMIER IRA (9/22/2025)
EMPOWER ADVISORY GROUP FINANCIAL PLANNING SERVICE (9/19/2025)
EMPOWER PREMIER INVESTMENT ACCOUNT (9/19/2025)
EMPOWER ADVISORY GROUP WRAP FEE PROGRAM BROCHURE FOR EMPOWER MANAGED PORTFOLIOS (9/19/2025)
EMPOWER ADVISORY GROUP - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (9/19/2025)
EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE/MY TOTAL RETIREMENT (9/19/2025)

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
02/26/2026
Cover Page
Report
03/28/2025
Cover Page
Report
11/21/2023
Cover Page
Report

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#: 112058Cumming, GA

TRUST BUT VERIFY

Monitor Jonathan Safko

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Steven Allen Barnes
Steven BarnesAdvisorCheck Check Mark
BARNES WEALTH MANAGEMENT GROUP
IAR
RR
BAKERSFIELD, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.