Areas of Practice
Retirement PlanningInvestment ManagementTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
252 clients
Average Client Portfolio
$303K average
Assets Under Management
$76.4M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1445 Victor Ave, Suite D, Redding, CA, 96003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob is an inactive member of Sunny Bros LLC, a holdings company, since 2023. He is also in the process of exiting Texas Skill Gaming, an entertainment/gaming business, and has no current involvement.

Employment History
Current Registrations
Bright Lake Wealth Management, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations2 states
CAOR
Advisor
Exams
No exam information available for this advisor.