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Joe Wells
Portfolio Manager-Aktien bei John W. Brooker & Co. CPAs PC
Aktive Positionen von Joe Wells
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
John W. Brooker & Co. CPAs PC
![]() John W. Brooker & Co. CPAs PC Investment ManagersFinance John W. Brooker & Co. CPAs PC (dba Brooker Wealth Management) is an independent registered investment advisor and wealth management firm headquartered in Oakland, California. Founded in 1983, Brooker Wealth Management provides investment management and financial planning/financial consulting services to individuals, high net worth individuals, charitable foundations, and employer sponsored pension and profit-sharing plans. | Portfolio Manager-Aktien | 01.01.2015 | - |
Marktstratege | 01.01.2015 | - |
Karriereverlauf von Joe Wells
Ehemalige bekannte Positionen von Joe Wells
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | 01.04.2013 | 01.12.2014 |
Ausbildung von Joe Wells
University of California, Berkeley | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Equities | 1 |
Market Strategist | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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John W. Brooker & Co. CPAs PC
![]() John W. Brooker & Co. CPAs PC Investment ManagersFinance John W. Brooker & Co. CPAs PC (dba Brooker Wealth Management) is an independent registered investment advisor and wealth management firm headquartered in Oakland, California. Founded in 1983, Brooker Wealth Management provides investment management and financial planning/financial consulting services to individuals, high net worth individuals, charitable foundations, and employer sponsored pension and profit-sharing plans. | Finance |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |