Matthew Wells

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 12/2022
  J.P. Morgan Securities, Llc
  Bend, OR
• 09/2021 → 12/2022
  Jpmorgan Chase Bank, N.A.
  Bend, OR
• 08/2020 → 10/2020
  Albertsons
  Bend, OR
• 11/2020 → 09/2021
  Planet Fitness
  Bend, OR
• 06/2020 → 10/2020
  Rise Services
  Bend, OR
• 06/2017 → 04/2020
  North Clackamas Aquatic Park
  Milwaukie, OR
• 06/2016 → 06/2017
  Burgerville
  West Linn, OR
• 05/2020 → 05/2020
  Unemployed
  Bend, OR
• 06/2022 → 10/2022
  Nissan Transportation
  Bend, OR
• 04/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 01/2023 → 04/2023
  Mirror Pond Dry Cleaners
  Bend, OR

Other Businesses

1) Entity Name: Van De Go LLC; Investment related: No; Address: Bend, OR 97702; Nature of the other business: Automotive; Position/Title/Relationship: Owner/Partner; Start Date: 11/01/2022; Approximate # of hours a month: 0-10; Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This business will buy a van, renovate it, then rent it out periodically to people on a daily basis. 2) Rover / Pet Sitter. Petsitting and walking. I will freelance dog walk and sit for clients organized through the Rover app. 10 hours per month; 0 during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-18
• S63 Uniform Securities Agent State Law Examination
  2022-04-19

Other Names

• Matthew R Wells