Tyler Z. Jorgensen
Professional summary
Tyler Zane Jorgensen, who also goes by Ty Jorgensen, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Bellingham, Washington and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Tyler has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Zane Jorgensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2022 - Present
EMPOWER ADVISORY GROUP, LLC
September 8, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E. Orchard Rd, Greenwood Village, CO 80111March 6, 2020 - August 22, 2022
EQUITABLE ADVISORS, LLC
July 15, 2019 - January 17, 2020
THRIVENT INVESTMENT MANAGEMENT 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
(9/8/2022)
(9/8/2022)
(4/14/2025)
(4/14/2025)
(9/8/2022)
(4/14/2025)
(9/8/2022)
(9/22/2022)
(4/14/2025)
Exams
Series 7TO
Date: 5/8/2020
General Securities Representative ExaminationSeries 6TO
Date: 7/15/2019
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
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.
