Bolthouse Investment Management Services

Bolthouse Investment Management Services (CRD# 148531) is a financial advisory firm headquartered in Bakersfield, CA. They manage $369,500,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Bolthouse Investment Management Services
Showing 1 - 1 of 1 top financial advisors.
Jane E. Couperus
CRD#: 4698847
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311

Jane Couperus (CRD# 4698847) 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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