BROOKER WEALTH MANAGEMENT of OAKLAND, CA is an SEC-registered investment adviser (CRD 105437). Regulatory assets under management: $136.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Joseph Albert Wells | PRINCIPAL, CHIEF COMPLIANCE OFFICER AND INVESTMENT STRATEGIST | — |
| Robert John Wells | PRINCIPAL AND INVESTMENT STRATEGIST | — |
| Larry M Jakubowitz | PRESIDENT | — |
| Andrew Michael Nevin | CCO | — |
| WELLS JEFFREY ALBERT | INVESTMENT STRATEGIST; PRINCIPAL, CHIEF COMPLIANCE OFFICER AND INVESTMENT STRATEGIST | — |
| JAKUBOWITZ LARRY M | PRESIDENT | — |
| BEATTY DANIEL KEITH | PRINCIPAL, TREASURER AND INVESTMENT STRATEGIST; TREASURER AND INVESTMENT STRATEGIST; TREASURER/INVESTMENT STRATEGIST (+1 more) | — |
| DILLON ROBERT S | VICE PRESIDENT | — |
| GIN JACK WAI | SECRETARY | — |
| KEENE CRYSTAL L | INVESTMENT COMMITTEE | — |
| WELLS ROBERT JOHN | INVESTMENT STRATEGIST; PRINCIPAL AND INVESTMENT STRATEGIST | — |
| Larry M. Jakubowitz | PRESIDENT | — |