DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

JASON CLARK

Advisor at EMPOWER ADVISORY GROUP, LLC

DACULA, GA | GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b64771b-5277-6834-fa7d-5d0729c9c8e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 12, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EMPOWER ADVISORY GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 21, 2016
First registration: May 12, 2017
Dual registered: yes, broker-dealer
Other names: JASON PATRICK CLARK|Jason Clark
IAPD individual key: 6715020

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Sep 8, 2026	n/a	yes	GREENWOOD VILLAGE, CO\|DACULA, GA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 27, 2025	Aug 27, 2026	no	Atlanta, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Oct 21, 2025	no	DACULA, GA\|DUNWOODY, GA\|DUNWOODY, GA\|DACULA, GA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 14, 2022	Mar 31, 2025	no	DUNWOODY, GA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jun 18, 2021	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 12, 2017	Jul 13, 2018	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	EMPOWER ADVISORY GROUP, LLC	Aug 27, 2026	Sep 8, 2026	12	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Oct 21, 2025	Oct 27, 2025	6	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:5393:MA:2025-04-04	Oct 21, 2025	Oct 27, 2025	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 27, 2025 to Aug 27, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Oct 21, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 14, 2022 to Mar 31, 2025factForm ADV

Dated events

Occurred
Aug 27, 2026
Advisor changed firm
Jason Clark left Charles Schwab & Co., Inc. for Empower Advisory Group, Llc (registered 2026-09-08)
Form ADVobserved 5 days ago
Occurred
Oct 21, 2025
Advisor changed firm
Jason Clark left Strategic Advisers Llc for Charles Schwab & Co., Inc. (registered 2025-10-27)
Form ADVobserved 5 days ago