Brunai
Johnson

Bancwest Investment Services, Inc

CRD#6154053
Investment Advisor
in Tempe, AZ

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About this Advisor

Brunai Johnson is a financial advisor whose office is in Tempe, Arizona. Currently a registered investment advisor at Bancwest Investment Services, Inc, Johnson has 12 years of work experience in the financial advisory industry. Johnson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Johnson can work with customers based out of Arizona. The advisor has gained experience at Chandler Hs, Merrill Lynch, Pierce, Fenner & Smith Inc, Starbucks, At&T, Randstad, Bancwest Investment Services, Inc and Bank Of The West. Bancwest Investment Services, Inc is based out of Tempe, Arizona, and operates out of 525 other brick-and-mortar locations throughout the nation. Overall, Bancwest Investment Services, Inc oversees $2 billion in assets dispersed across 7,801 client accounts and employs more than 358 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Bancwest Investment Services, Inc offers portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

1625 W Fountainhead Pkwy 9Th Flr
Tempe, AZ 85282

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

AZ Average: $1,978,216,465
Total Number of Employees

361

AZ Average: 226
Total Number of Accounts

8,147

AZ Average: 7,467
Average Account Size

$187,958

AZ Average: $264,928

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brunai Johnson Work History

Brunai has 12 years of experience.

2018 - Present (1 year)

Bancwest Investment Services, Inc

2018 - Present (1 year)

Bank Of The West

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

At&T

2013 - 2014 (1 year)

Randstad

2013 - 2013 (< 1 year)

Starbucks

2007 - 2012 (5 years)

Starbucks

2006 - 2009 (3 years)

Chandler Hs

Disclosures

Brunai Johnson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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