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Joseph Wells

Advisor/Partner

John W Brooker & Co CPAs

United States, California, San Francisco

About Me

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

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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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