JOHN W. BROOKER & CO., CPAS, PC

BROOKER WEALTH MANAGEMENT
OAKLAND, California·6 registered advisors·CRD# 105437
SEC# 801-192470510-638-1815
01

Firm Overview

AUM
$563M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JOHN W. BROOKER & CO., CPAS, PC

6 registered advisors
Daniel Keith Beatty
OAKLAND, California
Jack Wai Gin
OAKLAND, California
Joseph Albert Wells
OAKLAND, California
Larry M. Jakubowitz
OAKLAND, California
Robert John Wells
OAKLAND, California
Robert S. Dillon
OAKLAND, California
05

Office Locations

OAKLAND, California
6 advisors

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Data sourced from SEC Form ADV filings. JOHN W. BROOKER & CO., CPAS, PC (CRD# 105437) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.