Batkhuu
Batjargal

Bancwest Investment Services, Inc

CRD#6158673
Investment Advisor
in Oakley, CA

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About this Advisor

Batkhuu Batjargal is a financial advisor operating in Oakley, California, who has been in the industry for 10 years. Batjargal is an employee of Bancwest Investment Services, Inc. Over the course of their career, Batjargal has held roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Maxhunt Inc Dba Boba Loca Tea Shop, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Edward Jones, Bank Of The West and Bancwest Investment Services, Inc. Batjargal holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can operate in California. Bancwest Investment Services, Inc is an advisory firm headquartered in Oakley, California. The company has offices in 460 locations and a total of 343 advisors. It controls $2 billion in assets across its 8,995 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 8,995 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Bancwest Investment Services, Inc provides a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management are based on which services are provided. However, fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2195 Main St
Oakley, CA 94561

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

CA Average: 226
Total Number of Accounts

8,995

CA Average: 7,467
Average Account Size

$196,903

CA Average: $264,928

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Investment Advisory Services

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

Batkhuu Batjargal Work History

Batkhuu has 10 years of experience.

2019 - Present (1 year)

Bank Of The West

2019 - Present (1 year)

Bancwest Investment Services, Inc

2013 - Present (7 years)

Maxhunt Inc Dba Boba Loca Tea Shop

2018 - 2018 (< 1 year)

Edward Jones

2016 - 2017 (1 year)

Morgan Stanley Smith Barney LLC

2016 - 2017 (1 year)

Morgan Stanley Private Bank, N.A

2013 - 2016 (3 years)

Jp Morgan Securities LLC

2010 - 2016 (6 years)

Jpmorgan Chase Bank

Disclosures

Batkhuu Batjargal has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Robert Gallagher
Tempe, AZ
Saba Jahanian
Santa Monica, CA
Michael Baker
West Des Moines, IA
Angela Reynolds
Los Angeles, CA
Jeremy Holm
Fargo, ND
Hamza Farooquee
Santa Ana, CA
Stephen Essington
Albuquerque, NM
Jonathan Woodward
Grand Junction, CO

This content was compiled from the SEC and FINRA.

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