Junko
Nagai

Bancwest Investment Services, Inc

CRD#5333608
Investment Advisor
in Los Angeles, CA
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About this Advisor

Junko Nagai is a financial advisor working out of Los Angeles, California, with a total of 11 years of professional experience. Nagai works at Bancwest Investment Services, Inc. Throughout their career, Nagai has worked at Morgan Stanley & Co., Inc, Unionbanc Investment Services, Bank Of The West and Bancwest Investment Services. Nagai has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Bancwest Investment Services, Inc is a registered investment company that has its headquarters in Los Angeles, California. The company has offices in 525 locations and a total of 358 advisors. It manages $2 billion in assets between its 7,801 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 7,801 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Bancwest Investment Services, Inc performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically are based on the financial services. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

123 Astronaut E S Onizuka St Ste 101
Los Angeles, CA 90012

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,483,907,978

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

358

CA Average: 226
Total Number of Accounts

7,801

CA Average: 7,467
Average Account Size

$190,220

CA Average: $264,928

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Investment Advisory Services

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

Junko Nagai Work History

Junko has 11 years of experience.

2011 - Present (8 years)

Bank Of The West

2011 - Present (8 years)

Bancwest Investment Services

2009 - 2011 (2 years)

Unionbanc Investment Services

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Junko Nagai has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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