Unclaimed Profile

Brad Alan Jantz

BOLTHOUSE INVESTMENTS, LLC·BAKERSFIELD, California

Series 65Clean record25 years registeredBOLTHOUSE INVESTMENTS, LLC

11601 BOLTHOUSE DRIVE, BAKERSFIELD, CA 93311CRD# 4548320Firm CRD# 148531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brad Alan Jantz · BAKERSFIELD, CA

Registration

CRD #4548320 · BOLTHOUSE INVESTMENTS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Feb 2022 – present

FLAGSTONE INVESTMENTS LLC

Oct 2000 – Feb 2009

WICHITA, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 10, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOLTHOUSE INVESTMENTS, LLC

CRD 148531 · SEC 801-73757

AUM

$423M

Regulatory assets under management

Employees

204 client accounts

Services offered by BOLTHOUSE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BOLTHOUSE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Brad Alan Jantz offer?

Brad Alan Jantz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.

What are Brad Alan Jantz's credentials?

Brad Alan Jantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brad Alan Jantz located?

Brad Alan Jantz is based in BAKERSFIELD, California, working with BOLTHOUSE INVESTMENTS, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.

How does Brad Alan Jantz charge for services?

Brad Alan Jantz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOLTHOUSE INVESTMENTS, LLC?

BOLTHOUSE INVESTMENTS, LLC has approximately 11 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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