Jonas Brier
Financial advisor at Empower Advisory Group, LLC
Last updated 2026-10-10
Claim your profileJonas Brier is a financial advisor at Empower Advisory Group, LLC, CRD 5252950. Licenses and exams on the registration: Series 63. IAPD registration began 2012-02-10.
Registration
- CRD number
- 5252950
- Registration status
- Active
- IAPD registration
- 2012-02-10
- Industry Experience
- 14 years
- Work Experience
- 10 years
- States registered
- MA
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 2016-06 to Present · Gwfs Equities, Inc. · Andover, NH
Current employment
- Empower Advisory Group, LLC · Greenwood Village, CO
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
Jonas Brier is a CFP® financial advisor at Empower Advisory Group, LLC. Reported securities licenses include Series 63. The latest record indicates 14 years of industry experience and 10 years of reported work history. Reported roles include Gwfs Equities, Inc..
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 Jonas Brier personally.
Reported ETF positions
Empower Advisory Group reports 188 ETF positions worth $26.9B on Form 13F; the largest are listed.
| Fund | Reported 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.
Noteworthy reported investments
Empower Advisory Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $249.9K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $249.9K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | TMFC — Motley Fool 100 Index ETF | $264K | Top 99.6% | Residual alpha +2.26% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $320.7K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. 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
Contact
The firm's filed contact details.
- Phone: 866-575-4977
- Website: empower.com/eag
Official record
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