Joe Wells

Portfolio Manager-Equities at John W. Brooker & Co. CPAs PC

Finance

Consumer Services

Profile

Mr. Joseph A.
Wells, CFA, is a Partner at John W.
Brooker & Co. CPAs PC.
He joined the Asset Management Team at John W.
Brooker in January 2015, and works with clients in every aspect of financial planning and investment management.
He has been in the financial services industry for over 17 years advising and managing assets for institutions and high net worth families and individuals.
Prior to John W.
Brooker, he was an Associate at JP Morgan Asset Management where he provided registered investment advisors with economic and manager research, investment solutions and portfolio construction guidance.
He was also the portfolio manager and head of the invest committee for a wealth management firm serving high net worth individuals in Silicon Valley for over a decade.
He began his career at Robertson Stephens where he co-managed a venture capital fund.
He received a B.A.
in Economics from the University of California at Santa Barbara, cum laude.

Joe Wells active positions

Companies	Position	Start
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-Equities	01/01/2015

All active positions of Joe Wells

Former positions of Joe Wells

Companies	Position	End
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	01/12/2014

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Training of Joe Wells

University of California, Berkeley

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
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