Joe Wells

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Finance

Consumer Services

Profilo

Mr. Joseph A. Wells, CFA, is a Principal & Chief Compliance Officer at Selby Wealth Management LLC.
Mr. Wells was previously employed as a Partner by John W.
Brooker & Co. CPAs PC and a RIA Internal Client Advisor by JPMorgan Securities LLC.
He received his undergraduate degree from the University of California, Berkeley.

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Precedenti posizioni note di Joe Wells

Società	Posizione	Fine
John W. Brooker & Co. CPAs PC John W. Brooker & Co. CPAs PC Investment ManagersFinance Brooker Wealth Management aims to deliver superior risk-adjust returns, net of fees. The firm creates globally diversified, balanced portfolios for the clients consistent with their risk tolerance to help them accomplish their long-term goals. When constructing portfolios, risk management is of primary importance. Brooker Wealth Management focuses on long-term trends, valuations and fundamentals but also pay attention to the short-term market movements when putting money to work.	Gestore di Portafoglio-Azioni	16/05/2025
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/12/2014

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Società collegate

Aziende private	3
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
John W. Brooker & Co. CPAs PC John W. Brooker & Co. CPAs PC Investment ManagersFinance Brooker Wealth Management aims to deliver superior risk-adjust returns, net of fees. The firm creates globally diversified, balanced portfolios for the clients consistent with their risk tolerance to help them accomplish their long-term goals. When constructing portfolios, risk management is of primary importance. Brooker Wealth Management focuses on long-term trends, valuations and fundamentals but also pay attention to the short-term market movements when putting money to work.	Finance