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Wendy Wells

Charles Schwab & Co., Inc.

Lake Oswego, OR

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-03
  • OR RA
    APPROVED
    Since 2026-01-03

Branch Locations

4055 Mercantile Dr Suite 175, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Portland OR 06/2016 03/2018
Fidelity Brokerage Services Llc Tigard OR 04/2018 12/2025
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2025
Fidelity Investments Boston MA 03/2025 12/2025
Charles Schwab & Co., Inc. Lake Oswego OR 12/2025 Present
Charles Schwab Bank, Ssb Lake Oswego OR 12/2025 Present
  • 06/2016 → 03/2018
    Lincoln Financial Advisors Corporation
    Portland, OR
  • 04/2018 → 12/2025
    Fidelity Brokerage Services Llc
    Tigard, OR
  • 07/2018 → 12/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 12/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Lake Oswego, OR
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Lake Oswego, OR
Previous Registrations
  • 2025-03-31 → 2025-12-04
    Strategic Advisers Llc
    Beaverton, OR
    Beaverton, OR
    Tigard, OR
    Tigard, OR
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Beaverton, OR
    Tigard, OR
  • 2018-05-01 → 2018-07-13
    Strategic Advisers Llc
    Tigard, OR
  • 2016-06-03 → 2018-04-16
    Osaic Fa, Inc.
    Portland, OR
  • 2013-07-08 → 2016-06-09
    Valic Financial Advisors, Inc.
    Portland, OR
Other Businesses

1) ORPCA - Oregon Porsche Club of America | Investment Related:No|Other|Director at Large|1/13/2026|Less than 20|0|Unpaid position: communicating to the board on the activities of the Social and Community Outreach committees, attending board meetings, volunteering as needed for club activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-06
  • S66 Uniform Combined State Law Examination
    2013-07-06
Designations
Other Names
  • Wendy Jo Ann Wells
  • Wendy Jo Ann Fritch
  • Wendy Jo Ann Enloe
  • Wendy Wells

View on SEC IAPD

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