![Joe Wells](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Aktive Positionen von Joe Wells
| Unternehmen | Position | Beginn |
|---|
Ehemalige bekannte Positionen von Joe Wells
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 16.05.2025 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01.12.2014 |
Ausbildung von Joe Wells
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
96
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
