Dan Beatty
Portfolio Manager-Equities at John W. Brooker & Co. CPAs PC
Network origin in Dan Beatty first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
John W. Brooker & Co. CPAs PC
 John W. Brooker & Co. CPAs PC Investment ManagersFinance John W. Brooker & Co. CPAs PC (dba Brooker Wealth Management) is an independent registered investment advisor and wealth management firm headquartered in Oakland, California. Founded in 1983, Brooker Wealth Management provides investment management and financial planning/financial consulting services to individuals, high net worth individuals, charitable foundations, and employer sponsored pension and profit-sharing plans.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Beatty via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Wayne State University (Michigan) | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Sectoral
| Consumer Services | 4 |
| Finance | 2 |
Operational
| Undergraduate Degree | 2 |
| Chief Executive Officer | 1 |
| President | 1 |
| Graduate Degree | 1 |
| Portfolio Manager-Equities | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Larry M. Jakubowitz | 3 |
| Joe Wells | 3 |
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