Jeffrey Yau is an investment adviser representative (IAR) with state registration records since 2020, appearing at 7 firms. Currently registered with EMPOWER ADVISORY GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 2026-07-15 | present | Yes |
| GLOBAL RETIREMENT PARTNERS LLC | 2025-12-17 | 2026-04-18 | — |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-12 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-08-16 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-10-26 | 2023-05-09 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2022-02-01 | 2022-10-17 | — |
| CHARLES SCHWAB & CO., INC. | 2020-10-14 | 2021-12-20 | — |