John W. Brooker & Co., Cpas, Pc
- Regulatory AUM
- $136M
- Discretionary
- $136M
- Clients
- 57
- Avg AUM / client
- $2.4M
- Accounts
- 145
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $11.4M | 8.38% |
| High net worth individuals | 24 | $89.9M | 65.9% |
| Pension and profit sharing plans | 12 | $35.0M | 25.7% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jakubowitz, Larry, M. | President | May 1990 (36y) | 50% – 75% | |
| Joseph Albert Wells | Principal, Chief Compliance Officer And Investment Strategist | CFP CFA | Jul 2015 (11y) | 25% – 50% |
| Robert John Wells | Principal And Investment Strategist | CFA | Jan 2020 (7y) | 10% – 25% |
| Andrew Michael Nevin | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Nolan Mitchell Parker | Registered representative | Feb 2025 (1y) | ||
| Samson Kam Long Chan | Registered representative | CFP | Feb 2025 (1y) | |
| Scott Patrick Kelley | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Kevin Yee | Registered representative | CFP | Dec 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $136M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗