Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
14yrs
Matthew Surrency
Financial advisor at Empower Advisory Group
Matthew Surrency is a fiduciary financial advisor in Jacksonville, Florida, with 14 years in the industry. After 13 years at Merrill and a year at Waddell & Reed, Matthew joined Empower Advisory Group in 2026, a firm offering financial planning, investment management, and educational workshops. Empower Advisory Group reports being paid through a percentage of assets and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 69% of advisors at Empower Advisory Group
OfficeJacksonville, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$565,063
Advisors at the firm1,978
States licensed ?1 state
Services through Empower Advisory Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowEmpower Advisory Group, LLCCurrent firm
- 2013 – 2026MerrillPreviously
- May 2012 – Dec 2012Waddell & ReedPreviously
Contact Matthew
(866) 575-4977Firm headquarters in Greenwood Village, CO. Ask for Matthew. Jacksonville, FLOffice · Get directions Firm websiteempower.com/eagIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Empower Advisory Group at (866) 575-4977 and ask for Matthew Surrency. Matthew works from the Jacksonville, FL office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2012, about 14 years. More experience than 69% of advisors at Empower Advisory Group.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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