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 operating out of Tempe, Arizona, who has 12 years of professional experience. Johnson is currently employed by Bancwest Investment Services, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Starbucks, At&T, Randstad, Bank Of The West and Bancwest Investment Services, Inc. Johnson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Bancwest Investment Services, Inc is a business that has its headquarters in Tempe, Arizona. The investment advisory business has offices in 547 locations and a total of 361 employees. It administers $2 billion in assets between its 8,147 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 8,147 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Bancwest Investment Services, Inc performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on the type of services. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 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 13 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Starbucks

2013 - 2013 (< 1 year)

At&T

2013 - 2014 (1 year)

Randstad

2007 - 2012 (5 years)

Starbucks

Disclosures

Brunai Johnson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

John Mathison
Anoka, MN
Angela Reynolds
Los Angeles, CA
Milap Shah
Albuquerque, NM
Dimitre Ivanov
New York, NY
John Lee
Palo Alto, CA
Gianluca Paci
Los Angeles, CA
Hamza Farooquee
Tustin, CA
George Saliga
Mountain View, CA

This content was compiled from the SEC and FINRA.

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