Francis
Jacobs

Bancwest Investment Services, Inc

CRD#2489946
Investment Advisor
in Reno, NV

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About this Advisor

Francis Jacobs is a financial advisor working in Reno, Nevada with 7 years of relevant experience. Jacobs currently works for Bancwest Investment Services, Inc. Over the course of their career, they have held roles at Mcg Securities, Bank Of The West and Bancwest Investment Services, Inc. Jacobs maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Nevada. Bancwest Investment Services, Inc is a registered investment company operating out of Omaha, NE. The firm has offices in 440 locations and a total of 369 people on staff. It administers $2 billion in assets under management between its 9,062 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 9,062 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually are based on the type of financial services provided. Fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

4950 Kietzke Lane
Reno, NV 89509

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

NV Average: 226
Total Number of Accounts

9,062

NV Average: 7,467
Average Account Size

$223,378

NV Average: $264,928

Investment Advisory Services

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

Francis Jacobs Work History

Francis has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Bank Of The West

2016 - Present (8 years)

Bancwest Investment Services, Inc

2013 - 2016 (3 years)

Mcg Securities

*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 Francis Jacobs 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)

Linda Dougherty
Petaluma, CA
Robb Molnar
Sacramento, CA
Julian Cruz
Stockton, CA
Valeria Silva
St. Petersburg, FL
Jai Huynh
San Jose, CA
Ahmed Eid
Tempe, AZ
Ronald Fisher
Tempe, AZ
Dale Malleck
Tempe, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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