Joseph
Dadashadeh

Bancwest Investment Services, Inc

CRD#5783605
Investment Advisor
in Meridian, ID

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About this Advisor

Joseph Dadashadeh is a financial advisor working out of Meridian, Idaho, who has 11 years of financial industry experience. Dadashadeh works at Bancwest Investment Services, Inc. Dadashadeh has gained experience 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. Dadashadeh has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Idaho. Bancwest Investment Services, Inc is a financial advisory firm that has its headquarters in Meridian, Idaho. It has offices in 547 locations and a total of 361 advisors. It handles $2 billion in assets under management across its 8,147 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 8,147 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Bancwest Investment Services, Inc has a set of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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 12 years of experience.

2018 - Present (2 years)

Bank Of The West

2018 - Present (2 years)

Bancwest Investment Services, Inc

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)

Hamza Farooquee
Tustin, CA
Milap Shah
Albuquerque, NM
Saba Jahanian
Santa Monica, CA
John Lee
Palo Alto, CA
Angela Reynolds
Los Angeles, CA
John Mathison
Anoka, MN
George Saliga
Mountain View, CA
Dimitre Ivanov
New York, NY

This content was compiled from the SEC and FINRA.

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