Jacob Conway (CRD# 6703480) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Huntington Beach, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village, CO | Jul 2022 - Current | 1 |
| Pacific Select Distributors, LLC | Newport Beach, CA | Jun 2022 - Jun 2022 | < 1 |
| Pacific Life Insurance | Newport Beach, CA | Jun 2022 - Jun 2022 | < 1 |
| Robinhood Financial, LLC | Tempe, AZ | Mar 2021 - Jun 2022 | 1 |
| Morgan Stanley | Gilbert, AZ | Jun 2020 - Feb 2021 | < 1 |
| Jp Morgan Securities LLC | Phoenix, AZ | Aug 2016 - Jun 2020 | 3 |
| Jpmorgan Chase Bank | Phoenix, AZ | Aug 2016 - Jun 2020 | 3 |
| Bank Of America | Flagstaff, AZ | Aug 2015 - Aug 2016 | 1 |
| Jpmorgan Chase | Flagstaff, AZ | Aug 2014 - Aug 2015 | 1 |
| In-n-out Burger | Chandler, AZ | Mar 2013 - Aug 2014 | 1 |
| Highland High School | Gilbert, AZ | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- AZ
- CA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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