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Larry Jakubowitz

President at John W. Brooker & Co., CPAs, PC

Firm officerUpdated

Larry Jakubowitz has been President of John W. Brooker & Co., Cpas, PC, an Oakland, CA investment adviser managing $136M, since May 1990.

36
Years in role
$136M
Firm AUM
57
Firm clients
5
Firm advisers

From Form ADV filed 19 August 2026Form ADV

Career

Larry Jakubowitz is a control person of John W. Brooker & Co., CPAs, PC and directly owns 75% or more of it. Larry Jakubowitz holds a BS in Business Administration from Wayne State University and a Master of Science Degree in Taxation from Golden Gate University.

John W. Brooker & Co., CPAs, PC is an investment adviser based in Oakland, CA, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $136 million, as filed on 19 August 2026. Its fees, ownership and offices are on the firm’s profile.

Larry Jakubowitz is President and Managing Partner of John W. Brooker & Company, CPAs. Since joining the firm in 1989, he has advised dental practitioners on tax planning, personnel issues and controlling overhead costs, and on practice purchases, sales and transitions. He has co-authored publications on tax planning for dentists and the tax ramifications of selling a dental practice.

Credentials

Professional designations

Listed by John W. Brooker & Co., CPAs, PC

  • Certified Public Accountant (CPA)

Key facts

CRD
4334201
Role
President
In role since
May 1990 · 36 years
Control person
Yes
Direct ownership
75% or more
Firm headquarters
Oakland, CA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Larry Jakubowitz work?

Larry Jakubowitz has been President of John W. Brooker & Co., Cpas, PC since May 1990, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 August 2026

How can I verify Larry Jakubowitz’s record?

Larry Jakubowitz’s role is listed on John W. Brooker & Co., Cpas, PC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105437.

Source: Form ADV, Schedule A, filed 19 August 2026

Leadership at John W. Brooker & Co., CPAs, PC

Sources

  1. IAPD individual lookup, CRD 4334201, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of John W. Brooker & Co., Cpas, PC, filed 19 August 2026. Title, control and ownership bands.
  3. John W. Brooker & Co., CPAs, PC team page. Biography, education, credentials, awards.