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Jack H
Series 65
Brentwood, CA
BOLT Wealth Management LLC
Jack Holland is a financial advisor at BOLT Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a varied work history that includes roles in education and appliance repair prior to joining BOLT Wealth Management. BOLT Wealth Management LLC is a small advisory firm serving approximately 120 individual and high-net-worth clients with about $53.4 million in assets under management. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, educational workshops, and income tax preparation, employing a nondiscretionary investment approach that combines fundamental, technical, and cyclical analysis.
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