CoverProfile

Robert Wells

Partner

John W Brooker & Co CPAs

United States, California, Oakland

About Me

Rob Wells joined John W. Brooker Asset Management in 2018. He is responsible for account management and investment and market research. Rob has a long history in corporate finance and the financial services industry, including consulting for start-ups, asset management for high net worth individuals and financial planning and analysis. Rob graduated from the University of California at Santa Barbara with a B.A. in Economics, and has earned the right to use the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the San Francisco CFA Society. Rob also serves on the board of Vanguard Music and Performing Arts, a Silicon Valley-based organization providing
View more

Profile Information

Partner

John W Brooker & Co CPAs

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Oakland

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Joseph Wells
Advisor/Partner
LJ
Larry Jakubowitz
President & Managing Partner
DB
Daniel Beatty
Chief Compliance Officer, Investment Strategist, Partner, Treasurer

You Might Like

RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation