Jacob Thatcher has been an investment adviser representative at Bright Lake Wealth Management since December 2024, and is not listed among the firm’s executive officers or direct owners.
Bright Lake Wealth Management, LLC is a Redding, CA firm with $104M under management, 354 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Jacob Thatcher is Financial Advisor of Bright Lake Wealth Management. He previously served as a Project Manager, Executive Assistant and Regional Operations Manager at Dutch Bros. Coffee. Thatcher helps families plan for retirement.
- – present · 1 yearRedding, CA · Adviser representative · Firm CRD 323513
Investment adviser representative registrations
Jacob Thatcher is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- CaliforniaSince 9 December 2024
- OregonSince 11 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Colorado Thatcher
- CRD
- 8019541
- Firm
- Bright Lake Wealth Management · CRD 323513
- Office
- 1445 VICTOR AVE, SUITE D, Redding, CA 96003
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightlakewealth.com
Where does Jacob Thatcher work?
Jacob Thatcher is an investment adviser representative registered through Bright Lake Wealth Management, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Thatcher a financial advisor?
Yes. Jacob Thatcher has a current investment-adviser registration in California and Oregon, through Bright Lake Wealth Management since December 2024.
How many years of experience does Jacob Thatcher have?
Jacob Thatcher has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Jacob Thatcher passed?
Jacob Thatcher passed the Series 65 in December 2024.
Where is Jacob Thatcher based?
Jacob Thatcher’s registered office is in Redding, CA.
Is Jacob Thatcher registered with FINRA?
No. Jacob Thatcher has no current broker registration.
How can I verify Jacob Thatcher’s record?
Search CRD 8019541 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Thatcher’s full registration record.
Theodore ThatcherChief Executive Officer- Matthew GiggeyChief Compliance Officer