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Brad Alan Jantz

Bolthouse Investment Management Services

Bakersfield, CA

Wichita, KS

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Current Employers
Bolthouse Investment Management Services

11601 Bolthouse Drive Suite 210, Bakersfield, CA 93311 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-21
KS RA APPROVED 2023-09-25
  • CA RA
    APPROVED
    Since 2025-07-21
  • KS RA
    APPROVED
    Since 2023-09-25

Branch Locations

11601 Bolthouse Drive Suite 210, Bakersfield, CA 93311 • United States

Wichita, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berexco Llc Wichita KS 01/2010 08/2021
Bolthouse Investment Management Services Bakersfield CA 08/2021 Present
Previous Registrations
  • 2000-10-10 → 2009-02-10
    Flagstone Investments Llc
    Wichita, KS
Other Businesses

Adjunct Professor for Liberty University in Lynchburg, VA. Teaching 5 hours per month, none during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-03
  • S65 Uniform Investment Adviser Law Examination
    2000-10-03
Designations

View on SEC IAPD

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HOWARD FINANCIAL
SIERRA CAPITAL MANAGEMENT
WORLD INVESTMENT ADVISORS, LLC
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Other Investors

BEAU THOMAS WOODWARD
GABRIEL THOMAS WOODWARD
Caleb James Richmond
THOMAS DORSEY WOODWARD
LANCE RAYMOND HOWARD
Stanley SCOTT GARRISON
THOMAS DEAN MING
Ryne Alyn Fessler

Other Offices

WOODWARD DIVERSIFIED CAPITAL, LLC · BAKERSFIELD, CA
HOWARD FINANCIAL · BAKERSFIELD, CA
SIERRA CAPITAL MANAGEMENT · BAKERSFIELD, CA
WORLD INVESTMENT ADVISORS, LLC · BAKERSFIELD, CA
WORLD INVESTMENT ADVISORS, LLC · Bakersfield, CA
PARK AVENUE SECURITIES LLC · BAKERSFIELD, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Bakersfield, CA
WELLS FARGO CLEARING SERVICES, LLC · BAKERSFIELD, CA

More in Bakersfield, CA

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