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Larry Jakubowitz, CPA

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 Valley for over a decade.  Joe began his career at Robertson Stephens where he co-managed a venture capital fund.

Joe received a B.A. in Economics from the University of California at Santa Barbara, cum laude.  He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP).  He is a member of the CFA Institute, San Francisco CFA Society and the Financial Planning Association.

Joe Wells, CFA, CFP


(510) 638-1815 ext: 249

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