Unclaimed Profile

Jeremy Lawrence Hersch

ADVISED ASSETS GROUP, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 63, Series 65CFAClean record9 years registeredADVISED ASSETS GROUP, LLC

8515 EAST ORCHARD RD 4T2, GREENWOOD VILLAGE, CO 80111CRD# 4839668Firm CRD# 112058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Lawrence Hersch · GREENWOOD VILLAGE, CO

Registration

CRD #4839668 · ADVISED ASSETS GROUP, LLC · 9 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

BRINKER CAPITAL SECURITIES, LLC

Nov 2021 – present

ORION PORTFOLIO SOLUTIONS, LLC

Sep 2021 – Jan 2023

OMAHA, NE

ADVISED ASSETS GROUP, LLC

Jul 2017 – Dec 2020

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 18, 2017

Years registered · 9

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMPOWER ADVISORY GROUP, LLC

CRD 112058 · SEC 801-58105

AUM

$134.3B

Regulatory assets under management

Employees

766

188,739 client accounts

Services offered by EMPOWER ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EMPOWER ADVISORY GROUP, LLC →

Introduction

Speak with Jeremy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeremy Lawrence Hersch offer?

Jeremy Lawrence Hersch specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Jeremy Lawrence Hersch's credentials?

Jeremy Lawrence Hersch holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremy Lawrence Hersch located?

Jeremy Lawrence Hersch is based in GREENWOOD VILLAGE, Colorado, working with ADVISED ASSETS GROUP, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Jeremy Lawrence Hersch charge for services?

Jeremy Lawrence Hersch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISED ASSETS GROUP, LLC?

ADVISED ASSETS GROUP, LLC has approximately 766 employees and manages $134.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →