Joe Wells 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. Joe 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, Joe 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 V

Joseph Wells
Advisor/Partner
John W Brooker & Co CPAs
United States, California, San Francisco
About Me
Profile Information
Advisor/Partner
John W Brooker & Co CPAs
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Sep 6, 2024
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