Jacob
Brodt
Bancwest Investment Services, Inc
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About this Advisor
Jacob Brodt is a financial advisor who works out of Santa Rosa, California with a total of 17 years of industry experience. Brodt is an employee of Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Bank Of The West and Bancwest Investment Services Inc. Brodt maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California, Idaho, Montana and Nevada. Bancwest Investment Services, Inc is an advisory business that has its headquarters in Omaha, NE. The company has offices in 440 locations and a total of 369 people on staff. It manages $2 billion in assets under management among its 9,062 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 9,062 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jacob Brodt Work History
Jacob has been registered as a financial advisor for 17 years.*
Bank Of The West
Bancwest Investment Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Brodt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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