Julian
Cruz

Bancwest Investment Services, Inc

CRD#6149841
Investment Advisor
in Stockton, CA

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About this Advisor

Julian Cruz is a financial advisor working out of Stockton, California, with 7 years of industry experience. Cruz is an employee of Bancwest Investment Services, Inc. Their career trajectory has included roles at Edward Jones, Bancwest Investment Services and Bank Of The West. Cruz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Bancwest Investment Services, Inc is an advisory business based in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 employees. It manages $2 billion in total assets between its 9,062 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 9,062 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on the type of financial services provided. Fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

540 N. El Dorado Street
Stockton, CA 95202

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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

Julian Cruz Work History

Julian has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bancwest Investment Services

2016 - Present (8 years)

Bank Of The West

2013 - 2016 (3 years)

Edward Jones

*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 Julian Cruz 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)

Ronald Fisher
Tempe, AZ
Julian Cruz
Stockton, CA
Robb Molnar
Sacramento, CA
Linda Dougherty
Petaluma, CA
Dale Malleck
Tempe, AZ
Todd Dunlap
Tempe, AZ
Valeria Silva
St. Petersburg, FL
Jacob Somero
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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