Jai
Huynh

Bancwest Investment Services, Inc

CRD#4554598
Investment Advisor
in San Jose, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jai Huynh is a financial advisor operating in San Jose, California who has 10 years of relevant experience. Huynh is on the advisory team at Bancwest Investment Services, Inc. Their career trajectory has included roles at Bancwest Investment Services and Bank Of The West. Huynh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Bancwest Investment Services, Inc is a financial advisory business based in Omaha, NE. It has offices in 440 locations and a total of 369 advisors. It manages $2 billion in total assets among its 9,062 accounts, making it one of the largest firms in the country by assets under management. The firm advises six charities and foundations. Of its 9,062 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Bancwest Investment Services, Inc offers a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

50 W. San Fernando Street Suite 275
San Jose, CA 95113

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

CA Average: 226
Total Number of Accounts

9,062

CA Average: 7,467
Average Account Size

$223,378

CA Average: $264,928

Investment Advisory Services

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

Jai Huynh Work History

Jai has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Bancwest Investment Services

2013 - Present (11 years)

Bank Of The West

*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 Jai Huynh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Tiffney Chang
Rowland Heights, CA
Ronald Fisher
Tempe, AZ
Julian Cruz
Stockton, CA
Valeria Silva
St. Petersburg, FL
Dale Malleck
Tempe, AZ
Ahmed Eid
Tempe, AZ
Jai Huynh
San Jose, CA
Robb Molnar
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started