JOHN W. BROOKER & CO., CPAS, PC

JOHN W. BROOKER & CO., CPAS, PC of OAKLAND, CA is an SEC-registered investment adviser (CRD 105437). Regulatory assets under management: $136.4M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (12)

NameRoleLocation
Joseph Albert WellsPRINCIPAL, CHIEF COMPLIANCE OFFICER AND INVESTMENT STRATEGIST
Robert John WellsPRINCIPAL AND INVESTMENT STRATEGIST
Larry M JakubowitzPRESIDENT
Andrew Michael NevinCCO
WELLS JEFFREY ALBERTINVESTMENT STRATEGIST; PRINCIPAL, CHIEF COMPLIANCE OFFICER AND INVESTMENT STRATEGIST
JAKUBOWITZ LARRY MPRESIDENT
BEATTY DANIEL KEITHPRINCIPAL, TREASURER AND INVESTMENT STRATEGIST; TREASURER AND INVESTMENT STRATEGIST; TREASURER/INVESTMENT STRATEGIST (+1 more)
DILLON ROBERT SVICE PRESIDENT
GIN JACK WAISECRETARY
KEENE CRYSTAL LINVESTMENT COMMITTEE
WELLS ROBERT JOHNINVESTMENT STRATEGIST; PRINCIPAL AND INVESTMENT STRATEGIST
Larry M. JakubowitzPRESIDENT

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