Jane E. Couperus
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jane Esther Couperus was a registered financial professional .
Jane is a previously registered financial professional and started their career in finance in 2003. Jane had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 11, 2016 - November 12, 2019
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
September 15, 2003 - May 17, 2005
L. ROY PAPP & ASSOCIATES, LLP
Primary Firm SEC Registration
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD#: 148531 / SEC#: 801-73757
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD#: 148531 / SEC#: 801-73757
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 544,820,508 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2024 | ||
| 10/27/2023 | ||
| 01/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
