RJ
Robert John Wells
CRD 4329590
Chartered Financial Analyst
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 · 50% – 75% · Dec 2024
-
John W. Brooker & Co., Cpas, Pc
Principal And Investment Strategist · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗