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John W. Brooker & Co., Cpas, PC

● SEC registered since 1983CRD 105437SEC# 801-19247Oakland, CA
Export (members)
Reg. AUM
$592.4M
Employees
8
Accounts
580
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 $592.4 million in regulatory assets under management and employs 8 people.
www.brooker-cpa.com/wealth-managementView on SEC.gov ↗

John W. Brooker & Co., Cpas, PC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Michael Nevin ControlCcoUnder 5%2025
Larry M. Jakubowitz ControlPresidentOver 75%1990

Frequently asked questions

How much does John W. Brooker & Co., Cpas, PC manage?

John W. Brooker & Co., Cpas, PC reports $592.4 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 8 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

Address7677 Oakport Street, Suite 300, Oakland, CA 94621
Phone510-638-1815
Fax510-746-5919
Office hours7:00 - 4:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$592.4M
Non-discretionary$0
Total (RAUM)$592.4M