Matthew Wells
Investment adviser representative at Empower Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncApr 2023 to now
- Mirror Pond Dry CleanersJan 2023 to Apr 2023
- Nissan TransportationJun 2022 to Oct 2022
- J.P. Morgan Securities, LLCMar 2022 to Dec 2022
- JPMorgan Chase Bank, N.A.Sep 2021 to Dec 2022
- Planet FitnessNov 2020 to Sep 2021
- AlbertsonsAug 2020 to Oct 2020
- Rise ServicesJun 2020 to Oct 2020
- UnemployedMay 2020 to May 2020
- North Clackamas Aquatic ParkJun 2017 to Apr 2020
- BurgervilleJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7519978
- Firm CRD
- 112058