Jacob C. Thatcher

BRIGHT LAKE WEALTH MANAGEMENT

Redding, CA 96003

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CRD#: 8019541

Professional summary

Jacob Colorado Thatcher is a registered financial advisor currently at BRIGHT LAKE WEALTH MANAGEMENT, LLC located in Redding, California.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sunny Bros LLC, not investment related, 3595 Sunset Dr, Redding, CA, 96001. Holdings Company, Inactive Member 07/24/2023 0 My partner and I created this entity but have not utilized it. Currently there are no future plans for this LLC. Texas Skill Gaming No 910 10th St, #800, Plano, TX 75704 Entertainment/Gaming Member 11/17/2022 0 I am in the process of exiting this business, I do not currently have any involvement or responsibilities, nor have I in the past year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Colorado Thatcher's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 9, 2024 - Present

BRIGHT LAKE WEALTH MANAGEMENT, LLC

Office #1: 1445 Victor Ave, Suite D, Redding, CA 96003

RIA

CRD#: 323513

Redding, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/9/2024)

IAR

Oregon
(12/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/2024

Uniform Investment Adviser Law Examination

Current Firm

BRIGHT LAKE WEALTH MANAGEMENT, LLC

BRIGHT LAKE WEALTH MANAGEMENT, LLC | PINE BROOK WEALTH MANAGEMENT LLC

CRD#: 323513 / SEC#:

California

Registered Investment Advisory firm - (1/4/2023 Approved)

Oregon

Registered Investment Advisory firm - (2/11/2023 Approved)

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Contact information

Main Address

1445 Victor Ave, Suite D, Redding, CA 96003

Mailing Address

Phone number

(530) 395-0202

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	631
AUM (Assets Under Management)	$ 76,440,452

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.

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Jacob C. Thatcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Colorado Thatcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHT LAKE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2024

Current Firm

BRIGHT LAKE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHT LAKE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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