Jason
Tajima
Bancwest Investment Services, Inc
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About this Advisor
Jason Tajima is a financial advisor based in Newport Beach, California who has 4 years of relevant experience. Tajima is an advisor for Bancwest Investment Services, Inc. Over the course of their career, Tajima has held roles at Wells Fargo Bank, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Bancwest Investment Services and Bank Of The West. Tajima maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Bancwest Investment Services, Inc is a registered investment business that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 financial advisors. It administers $2 billion in assets between its 9,062 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 9,062 accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Bancwest Investment Services, Inc performs a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, 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
Jason Tajima Work History
Jason has been registered as a financial advisor for 4 years.*
Bancwest Investment Services
Bank Of The West
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank
*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 Jason Tajima 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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