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Kenneth J
Series 63, Series 65, Series 66
Fort Worth, TX
Empower Advisory Group
Kenneth Jacobs Jr. is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base with a higher client-to-advisor workload than many peers.
Robert B
CFP®, Series 63, Series 65
Fort Worth, TX
Empower Advisory Group
Robert Baker is a CFP® with 13 years of experience in the financial industry. He is currently with Empower Advisory Group and has previously worked at Charles Schwab & Co., Inc. and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through proprietary planning methodologies and offers both point-in-time financial plans and managed account solutions.
Aleria P
Series 63, Series 66
Fort Worth, TX
Empower Advisory Group
Aleria Person is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Empower Financial Services since 2016. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and retail brokerage clients. The firm uses an integrated approach linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Shea B
Series 63, Series 66
Fort Worth, TX
Empower Advisory Group
Shea Byrd is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower, Byrd worked at Robinhood Asset Management and Charles Schwab. Outside of finance, Byrd has been involved with Parker County Veterinary Hospital and operated Skipper Supreme Cleaning LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.
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