Unclaimed Profile

Jane Esther Couperus

BOLTHOUSE INVESTMENTS, LLC·BAKERSFIELD, California

Clean record22 years registeredBOLTHOUSE INVESTMENTS, LLC

11601 BOLTHOUSE DRIVE, BAKERSFIELD, CA 93311CRD# 4698847Firm CRD# 148531

Profile Verification

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

Identity

Jane Esther Couperus · BAKERSFIELD, CA

Registration

CRD #4698847 · BOLTHOUSE INVESTMENTS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOLTHOUSE INVESTMENTS, LLC

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Oct 2016 – Nov 2019

BAKERSFIELD, CA

L. ROY PAPP & ASSOCIATES, LLP

Sep 2003 – May 2005

PHOENIX, AZ

Registrations & Exams

Registration record

First registered · September 15, 2003

Years registered · 22

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 Jane Esther Couperus offer?

Jane Esther Couperus specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jane Esther Couperus's credentials?

Jane Esther Couperus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jane Esther Couperus located?

Jane Esther Couperus is based in BAKERSFIELD, California, last registered with BOLTHOUSE INVESTMENTS, LLC.

How does Jane Esther Couperus charge for services?

Jane Esther Couperus'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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