John W. Brooker & Co., Cpas, PC
● SEC registered since 1983CRD 105437SEC# 801-19247Oakland, CA
Reg. AUM
$136.4M
Employees
10
Accounts
145
Location
Oakland, CA
About John W. Brooker & Co., Cpas, PC
John W. Brooker & Co. Asset Management is a fee-only registered investment adviser providing investment management alongside the firm's CPA services. It stresses fiduciary alignment with clients since the practice began offering advisory services.
Summary based on the firm’s website.
John W. Brooker & Co., Cpas, PC assets under management
John W. Brooker & Co., Cpas, PC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 1983. It reports $136.4 million in regulatory assets under management and employs 10 people.
John W. Brooker & Co., Cpas, PC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Nevin Control | Cco | Under 5% | 2025 |
| Larry M. Jakubowitz Control | President | Over 75% | 1990 |
Frequently asked questions
How much does John W. Brooker & Co., Cpas, PC manage?
John W. Brooker & Co., Cpas, PC reports $136.4 million in regulatory assets under management on its Form ADV.
How many employees does John W. Brooker & Co., Cpas, PC have?
John W. Brooker & Co., Cpas, PC reports 10 employees.
Where is John W. Brooker & Co., Cpas, PC located?
John W. Brooker & Co., Cpas, PC is based in Oakland, CA and has been SEC-registered since 1983.
Does John W. Brooker & Co., Cpas, PC disclose fund performance?
John W. Brooker & Co., Cpas, PC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7677 Oakport Street, Suite 300, Oakland, CA 94621 |
| Phone | 510-638-1815 |
| Fax | 510-746-5919 |
| Office hours | 7:00 - 4:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.4M▼ 77%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,369 advisers
EmployeesTop 40%
More than 60% of 16,804 advisers
Assets under management
$136.4Mregulatory AUM
Discretionary $136.4M