James
Howe
Bancwest Investment Services, Inc
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About this Advisor
James Howe is a financial advisor based out of Denver, Colorado with 2 years of relevant experience. Howe is an advisor for Bancwest Investment Services, Inc. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, Crystal River Oil & Gas, Kc Resources, Inc, The Roaring Fork Club, Pakmail Austin, Wild Connections, Office Depot, University Of Denver, Fidelity Personal And Workplace Advisors, Gwfs Equities, Inc, Bank Of The West and Bancwest Investment Services, Inc. Howe holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is registered to advise clients in Colorado. Bancwest Investment Services, Inc is a business that has its headquarters in Omaha, NE. The investment advisory business has offices in 440 locations and a total of 369 people on staff. It handles $2 billion in assets under management among its 9,062 accounts, making it one of the biggest firms in the country by assets under management. The firm serves six charities and foundations. Of its 9,062 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Bancwest Investment Services, Inc performs a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on the services provided. Fee types charged 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
James Howe Work History
James has been registered as a financial advisor for 2 years.*
Bank Of The West
Bancwest Investment Services, Inc
Fidelity Personal And Workplace Advisors
Gwfs Equities, Inc
Fidelity Brokerage Services, LLC
Kc Resources, Inc
Crystal River Oil & Gas
The Roaring Fork Club
Wild Connections
Office Depot
University Of Denver
University Of Denver
Pakmail Austin
*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 James Howe 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)
Tempe, AZ
Tempe, AZ
Sacramento, CA
Tempe, AZ
San Jose, CA
Rowland Heights, CA
Petaluma, CA
Stockton, CA
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