# JOHN W. BROOKER & CO., CPAS, PC

JOHN W. BROOKER & CO., CPAS, PC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105437
- Type: SEC-registered investment adviser
- SEC file number: 801-19247
- Location: 7677 OAKPORT STREET, SUITE 300, OAKLAND, CA, 94621
- Phone: 510-638-1815
- Latest filing: 2026-02-18
- Regulatory AUM: $136.4M
- Discretionary AUM: $136.4M
- Clients: 10
- Accounts: 145

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105437/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105437/similar
- Related entities: https://search.stillhousedata.com/firm/105437/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105437

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.