Brad Jantz (CRD# 4548320) is an Investment Advisor Representative working at Bolthouse Investment Management Services in Bakersfield, CA and has over 23 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolthouse Investment Management Services | Bakersfield, CA | Aug 2021 - Current | 2 |
| Berexco LLC | Wichita, KS | Jan 2010 - Aug 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- CA
- KS
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$2,072,800
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, KS
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.