JA
Joseph Albert Wells
CRD 4170305
Certified Financial Planner
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Selby Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Selby Wealth Management, Llc
Principal, Investment Strategist, Chief Compliance Officer · 50% – 75% · Dec 2024
-
John W. Brooker & Co., Cpas, Pc
Principal, Chief Compliance Officer And Investment Strategist · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗