John W. Brooker & Company, Cpas,pc

John W. Brooker & Company, Cpas,pc (CRD# 105437) is a financial advisory firm headquartered in Oakland, CA. They manage $336,747,101 in 512 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $657,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at John W. Brooker & Company, Cpas,pc
Showing 1 - 2 of 2 top financial advisors.
1
Daniel K. Beatty
CRD#: 872161
7677 Oakport Street, Suite 300, Oakland, CA 94621
90
Wealthminder
score

Daniel Beatty (CRD# 872161) is an Investment Advisor Representative working at John W. Brooker & Company, Cpas,pc in Oakland, CA and has 1 year of experience in the finance industry. Daniel Beatty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph A. Wells
CRD#: 4170305
7677 Oakport Street, Suite 300, Oakland, CA 94621
76
Wealthminder
score

Joseph Wells (CRD# 4170305) is an Investment Advisor Representative working at John W. Brooker & Company, Cpas,pc in Oakland, CA and has over 14 years of experience in the finance industry. Joseph Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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