Unclaimed Profile

William Craig Jeffries

EMPOWER ADVISORY GROUP, LLC·GREENWOOD VILLAGE, Colorado

EMPOWER ADVISORY GROUP, LLC

8515 EAST ORCHARD RD 4T2, GREENWOOD VILLAGE, CO 80111CRD# 6038194Firm CRD# 112058

Profile Verification

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

Identity

William Craig Jeffries · GREENWOOD VILLAGE, CO

Registration

CRD #6038194 · EMPOWER ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

William Craig Jeffries is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with EMPOWER ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EMPOWER ADVISORY GROUP, LLC

AUM

$134.3B

Regulatory assets under management

Employees

766

Total firm employees

View all advisors at EMPOWER ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6038194

Firm CRD# 112058

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Craig Jeffries offer?

William Craig Jeffries specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are William Craig Jeffries's credentials?

William Craig Jeffries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Craig Jeffries located?

William Craig Jeffries is based in GREENWOOD VILLAGE, Colorado, working with EMPOWER ADVISORY GROUP, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does William Craig Jeffries charge for services?

William Craig Jeffries'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 EMPOWER ADVISORY GROUP, LLC?

EMPOWER ADVISORY 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.

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