Jose Escalada, financial advisor Bakersfield CA

Jose Escalada

CRD Number: 7177033
Current Firm: Bolthouse Investment Management Services

Jose Escalada (CRD# 7177033) is an Investment Advisor Representative working at Bolthouse Investment Management Services in Bakersfield, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bolthouse Investments Bakersfield, CA Jul 2014 - Current 9
Devry University Bakersfield, CA Aug 2011 - Mar 2015 3

Jose Escalada has no recent exams reported.
Contact Info for Jose M. Escalada
Phone Number: 661-326-6357
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    423
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $2,072,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, KS

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