Saba
Jahanian

Bancwest Investment Services, Inc

CRD#5760187
Investment Advisor
in Santa Monica, CA

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About this Advisor

Saba Jahanian is an advisor who works in Santa Monica, California. Currently a registered advisor with Bancwest Investment Services, Inc, Jahanian has 10 years of experience as an investment advisor. Jahanian holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Jahanian can operate in California. Jahanian has gained experience at Merrill Lynch, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Bancwest Investment Services and Bank Of The West. Bancwest Investment Services, Inc is headquartered in Santa Monica, California, and operates out of 460 other locations across the United States. In aggregate, Bancwest Investment Services, Inc manages $2 billion in assets covering 8,995 accounts and employs more than 343 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bancwest Investment Services, Inc offers portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

1733 Ocean Ave Ste 110
Santa Monica, CA 90401

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

CA Average: 226
Total Number of Accounts

8,995

CA Average: 7,467
Average Account Size

$196,903

CA Average: $264,928

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Investment Advisory Services

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

Saba Jahanian Work History

Saba has 10 years of experience.

2016 - Present (4 years)

Bancwest Investment Services

2016 - Present (4 years)

Bank Of The West

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2012 - 2016 (4 years)

Morgan Stanley Smith Barney

2010 - 2012 (2 years)

Merrill Lynch

2010 - 2010 (< 1 year)

Merrill Lynch

Disclosures

Saba Jahanian has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Jeremy Holm
Fargo, ND
Ashley Hamilton
Tempe, AZ
Karim Bouzerda-Khan
New York, NY
Tyler Kamerman
West Des Moines, IA
Alejandro Garcia
Turlock, CA
Tara Kimmins
Newport Beach, CA
George Saliga
Mountain View, CA
Chad Webster
Lodi, CA

This content was compiled from the SEC and FINRA.

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