Robert John Wells
Investment adviser representative at Selby Wealth Management
33 yearsExperience
1 stateRegistered in
CFADesignation
$544.8MFirm assets
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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
33 years in the industry.
- Selby Wealth Management, LLCDec 2024 to now
- John W. Brooker & Co., Cpas, PcJan 2020 to now
- Austin City Limits Enterprises, LLCJun 2013 to now
- Songwriter/music Licensing/performanceJan 1993 to now
- John W. Brooker & Co., Cpas, PcJan 2018 to Dec 2019
- Keating Consulting GroupMar 2016 to Dec 2019
- StaywellJan 2013 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4329590
- Firm CRD
- 334084