Advisor at BOLT Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BOLT Wealth Management LLC
Location
Brentwood, CA
Credentials
Series 65
Industry experience
< 1 year
Jack Holland is a financial advisor at BOLT Wealth Management LLC in Brentwood, CA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he worked in education and other fields including positions at Liberty Union School District, Grand Canyon University, and Gold Coast Appliance Repair. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients.
Based on BOLT Wealth Management LLC
Based on BOLT Wealth Management LLC
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.25% annually $500,000.01 - $750,000: 1.00% annually $750,000.01 - $1,000,000: 0.90% annually $1,000,000.01+: 0.75% annually
Financial planning services at $250 per hour
Minimum fee: Retainer fee of $1,250 per quarter, paid in advance Fee-only: Financial planning hourly fee of $250; Tax preparation fees $350/hour individuals/couples, $450/hour self-employed
Brentwood, CA
California
BOLT Wealth Management LLC
2025 - Present (1 year)
BOLT Wealth Management
2025 - 2025 (1 year)
Liberty Union School District
2023 - 2025 (2 years)
Gold Coast Appliance Repair
2023 - 2023 (1 year)
Los Medanos College
2023 - 2023 (1 year)
University of Nevada
2022 - 2022 (1 year)
Grand Canyon University
2021 - 2025 (4 years)
Los Medanos College
2021 - 2022 (1 year)
Heritage High School
2017 - 2021 (4 years)
Adam's Middle School
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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