Jeff
Yankauskas

Bancwest Investment Services, Inc

CRD#6432659
Investment Advisor
in Sacramento, CA

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About this Advisor

Jeff Yankauskas is a financial advisor who works in Sacramento, California who has 5 years of relevant experience. Yankauskas is an advisor for Bancwest Investment Services, Inc. Over the course of their career, Yankauskas has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bank Of The West and Bancwest Investment Services, Inc. Yankauskas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Bancwest Investment Services, Inc is a financial advisory firm that has its headquarters in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 advisors. It has $2 billion in total assets between its 9,062 accounts, making it one of the largest firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,062 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. Bancwest Investment Services, Inc has a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend 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

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

2581 Fair Oaks Blvd
Sacramento, CA 95825

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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

Jeff Yankauskas Work History

Jeff has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bank Of The West

2018 - Present (6 years)

Bancwest Investment Services, Inc

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

1991 - 2015 (24 years)

Bank Of America, N.A

*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 Jeff Yankauskas 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)

Lidia Leach
Fresno, CA
Jai Huynh
San Jose, CA
Julian Cruz
Stockton, CA
Valeria Silva
St. Petersburg, FL
Tiffney Chang
Rowland Heights, CA
Todd Dunlap
Tempe, AZ
Ronald Fisher
Tempe, AZ
Ahmed Eid
Tempe, AZ

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.

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