Unclaimed Profile

Robert John Wells

JOHN W. BROOKER & CO., CPAS, PC·OAKLAND, California

Clean recordJOHN W. BROOKER & CO., CPAS, PC

7677 OAKPORT STREET, OAKLAND, CA 94621CRD# 4329590Firm CRD# 105437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Wells · OAKLAND, CA

Registration

CRD #4329590 · JOHN W. BROOKER & CO., CPAS, PC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert John Wells is a registered financial advisor based in OAKLAND, California, affiliated with JOHN W. BROOKER & CO., CPAS, PC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JOHN W. BROOKER & CO., CPAS, PC

BROOKER WEALTH MANAGEMENT

AUM

$563M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOHN W. BROOKER & CO., CPAS, PC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4329590

Firm CRD# 105437

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert John Wells offer?

Robert John Wells specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.

What are Robert John Wells's credentials?

Robert John Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Wells located?

Robert John Wells is based in OAKLAND, California, working with JOHN W. BROOKER & CO., CPAS, PC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Robert John Wells charge for services?

Robert John Wells's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHN W. BROOKER & CO., CPAS, PC?

JOHN W. BROOKER & CO., CPAS, PC has approximately 4 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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