Joseph
Dadashadeh

Bancwest Investment Services, Inc

CRD#5783605
Investment Advisor
in Meridian, ID

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About this Advisor

Joseph Dadashadeh is an advisor whose office is in Meridian, Idaho. Currently a registered financial advisor at Bancwest Investment Services, Inc, Dadashadeh has 10 years of practice in the financial advisory industry. Dadashadeh holds Series 63 and Series 66 licenses, which certify the advisor as a securities broker. Dadashadeh is registered to work with clients based out of Idaho. Throughout their career, they have worked at Wells Fargo Investments, LLC, Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Bancwest Investment Services, Inc, Bank Of The West, Fidelity Investments and Fidelity Personal And Workplace Advisors. Bancwest Investment Services, Inc is headquartered in Meridian, Idaho, and has 525 other locations across the United States. As an advisor firm, Bancwest Investment Services, Inc oversees $2 billion in assets throughout 7,801 accounts and employs more than 358 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Bancwest Investment Services, Inc offers portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, 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

1630 S. Wells Ave
Meridian, ID 83642

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

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

361

ID Average: 226
Total Number of Accounts

8,147

ID Average: 7,467
Average Account Size

$187,958

ID Average: $264,928

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Investment Advisory Services

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

Joseph Dadashadeh Work History

Joseph has 10 years of experience.

2018 - Present (2 years)

Bancwest Investment Services, Inc

2018 - Present (2 years)

Bank Of The West

2018 - 2018 (< 1 year)

Fidelity Personal And Workplace Advisors

2017 - 2018 (1 year)

Fidelity Investments

2014 - 2017 (3 years)

Bancwest Investment Services, Inc

2014 - 2017 (3 years)

Bank Of The West

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

2010 - 2010 (< 1 year)

Wells Fargo Investments, LLC

2010 - 2010 (< 1 year)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

Wells Fargo Investments, LLC

2008 - 2014 (6 years)

Wells Fargo Bank, N.A

Disclosures

Joseph Dadashadeh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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