San Marcos, TX Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,066 offices

Location

San Marcos TX

Advisors at this office

2

Advisors at this office

user avatar

Daniel J

Series 65, Series 63

San Marcos, TX

Empower Advisory Group

Daniel Jensen is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory role, Jensen is a general partner and equity holder in Let's Go Ball, a sports directory website he co-developed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

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

Jonathon Z

Series 66, Series 63

San Marcos, TX

Empower Advisory Group

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked in various positions including as an apprentice electrician and an Uber Eats delivery driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")