Brad
Jantz
Bolthouse Investment Management Services
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About this Advisor
Brad Jantz is a financial advisor based in Bakersfield, California, working with Bolthouse Investment Management Services. Brad has previously held positions at Berexco LLC and Bolthouse Investment Management Services. Brad has passed the Series 65 regulatory exam and is registered to provide services in California and Kansas. Currently, Brad is part of Bolthouse Investment Management Services, which operates out of Bakersfield, California. The firm has 1 office and 11 employees. The firm manages assets totaling $422.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Bolthouse Investment Management Services includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bolthouse Investment Management Services Brokerage Details
$422,851,227
11
204
$2,072,800
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brad Jantz Work History
Bolthouse Investment Management Services
Berexco LLC
Disclosures
Please visit the SEC profile of Brad Jantz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bolthouse Investment Management Services
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
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