About Barbara J. Wells of JACOBUS WEALTH
Barbara J. Wells is Director, Secretary at Jacobus Wealth Management Inc. and has been affiliated with Jacobus Wealth Management Inc. since February-2012.
Jacobus Wealth Management Inc. is an investment advisor that manages 885.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 382MM in positions, which represents 43% of the manager's regulatory AUM.
For more on Jacobus Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Jacobus Wealth Management Inc. is an investment advisor that manages 885.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 382MM in positions, which represents 43% of the manager's regulatory AUM.
For more on Jacobus Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
JACOBUS WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.5%/yr
Co-workers of Barbara J. Wells at JACOBUS WEALTH
Name | Title | In Position Since |
---|
Richard G. Jacobus | Director, Chairman Emeritus, Treasurer | October-2014 |
Nicholas C. Wilson | Director, Managing Director | February-2012 |
Robert R. Lapointe | Chief Compliance Officer, Managing Director | February-2012 |
Peter J. Bach | Director, Chairman, Chief Executive Officer | October-2014 |
Daniel J. Matola | Director, President, Chief Investment Officer | October-2014 |
M. D. Fritz | Executive Vice President, Director | November-2012 |
Fundamental & Technical Factor Exposure
Barbara J. Wells Office Address
2323 N.MAYFAIR ROAD,SUITE 240
MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506
MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506
Barbara J. Wells Contact Information
Phone Number: 414-475-6565
Fax Number: 414-475-0317
Website: http://www.jwmfamilyoffices.com
Fax Number: 414-475-0317
Website: http://www.jwmfamilyoffices.com
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