Jacob Cortes

Financial advisor at Empower Advisory Group, LLC · Greenwood Village, CO

Last updated 2026-10-10

Claim your profile

Jacob Cortes is a financial advisor at Empower Advisory Group, LLC in Greenwood Village, CO, CRD 7433725. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2026-08-19.

Registration

CRD number
7433725
Registration status
Active
IAPD registration
2026-08-19
Industry Experience
0 years
Work Experience
10 years
States registered
NC

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2016-05 to 2019-08 · Baha'i World Center · Haifa
  • 2019-08 to 2020-02 · Apple · Durham, NC
  • 2020-02 to 2021-08 · Best Buy · Durham, NC
  • 2021-08 to 2026-07 · Fidelity Investments · Durham, NC
  • 2026-07 to Present · Empower Financial Services, Inc · Greenwood Village, CO
  • 2026-08 to Present · Empower Advisory Group · Greenwood Village, CO

Current employment

SEC IAPD record for Jacob Cortes

Empower Advisory Group, LLC

Regulatory AUM
$195,426,321,479
Registered advisors
1,980
Offices
1,136
Clients per advisor
150.0 (High)
Average AUM per client
$657.8K (Low)
High-net-worth client ratio
6.9% (Low)

Empower Advisory Group, LLC: advisors, services and reported ETF investments

About

Jacob Cortes is a financial advisor at Empower Advisory Group, LLC in Greenwood Village, CO. Reported securities licenses include Series 66 and Series 63. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Empower Advisory Group, Empower Financial Services, Inc, Fidelity Investments, Best Buy, among others.

Empower Advisory Group, LLC's firm-level Form ADV reports 1,980 advisors across 1,136 offices; approximately 150.0 clients per advisor, average assets per client of $657,837, and regulatory AUM of $195.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $26.9B across 188 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jacob Cortes personally.

Reported ETF positions

Empower Advisory Group reports 188 ETF positions worth $26.9B on Form 13F; the largest are listed.

Largest ETF positions reported by Empower Advisory Group
FundReported value
SCHF — Schwab International Equity ETF$5.1B
IWM — iShares Russell 2000 Index Fund$2.5B
VWO — Vanguard FTSE Emerging Markets ETF$2.1B
BSV — Vanguard Short-Term Bond ETF$1.9B
VNQ — Vanguard Real Estate ETF$1.7B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Empower Advisory Group, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

1,971 advisors at this office.

Empower Advisory Group office in Greenwood Village, CO

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Jacob Cortes?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.