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JT

Jacob C. Thatcher

BRIGHT LAKE WEALTH MANAGEMENT
REDDING, CA 96003
Some features on this profile are disabled
CRD#: 8019541
JT
Jacob Colorado ThatcherBRIGHT LAKE WEALTH MANAGEMENT

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.

At a Glance

Always Fiduciary

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).
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2024
Uniform Investment Adviser Law Examination

Current Firm

BL
BRIGHT LAKE WEALTH MANAGEMENT, LLC
BRIGHT LAKE FINANCIAL, INC. | PINE BROOK WEALTH MANAGEMENT LLC | BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD#: 323513 / SEC#: 801-135764

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
17

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINE BROOK WEALTH MANAGEMENT 2A AND 2B (3/5/2026)

Regulatory assets under management

Total Number of Accounts919
AUM (Assets Under Management)$ 103,644,423

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.

Company Information

BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD#: 323513Redding, CA 96003

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