Joseph Albert Wells
Investment adviser representative at Selby Wealth Management
26 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$544.8MFirm assets
Are you Joseph Albert Wells? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Selby Wealth ManagementDec 2024 to now
- John W. Brooker & Co., Cpas,pcJan 2015 to now
- Joseph A. WellsJan 2000 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Selby Wealth Management
Legal name: Selby Wealth Management, LLC
$544.8MAssets managed
187Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4170305
- Firm CRD
- 334084