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Jennifer Fletcher

Advisor at Empower Advisory Group

Updated today

Location

East Brady, PA

Credentials

Series 63, Series 66

Industry experience

21 years

About

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked with firms including Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Mutual Group, and CUNA Brokerage Services, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

East Brady, PA

Most active in

Pennsylvania

Work history

Advised Assets Groups, Llc

2021 - Present (5 years)

GWFS Equities, INc

2021 - Present (5 years)

CUNA Mutual GRoup

2003 - 2021 (18 years)

Cuna Brokerage Services, Inc.

2002 - 2021 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 63, Series 65

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