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
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$136.4Mregulatory AUM
Discretionary $136.4M