Brad Alan Jantz
Investment adviser representative at Bolthouse Investment Management Services
16 yearsExperience
2 statesRegistered in
CFADesignation
$631.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Bolthouse Investment Management ServicesAug 2021 to now
- Berexco LLCJan 2010 to Aug 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, KS).
Bolthouse Investment Management Services
Legal name: Bolthouse Investments, LLC
$631.2MAssets managed
45Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4548320
- Firm CRD
- 148531