Jenifer
Woolcott

Bancwest Investment Services, Inc

CRD#6840723
Investment Advisor
in Albuquerque, NM

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About this Advisor

Jenifer Woolcott is an advisor whose office is in Albuquerque, New Mexico. Currently a registered investment advisor at Bancwest Investment Services, Inc, Woolcott has 10 years of work experience as a financial advisor. Woolcott maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Woolcott is able to work with customers based out of New Mexico. Over the course of their career, they have held roles at Genesis Healthcare Formerly Sunbridge Healthcare, Presbyterian Healthcare Services, Bank Of The West and Bancwest Investment Services, Inc. Bancwest Investment Services, Inc is headquartered in Albuquerque, New Mexico, and operates out of 460 additional brick-and-mortar locations in the United States. Overall, Bancwest Investment Services, Inc manages $2 billion in assets covering 8,995 accounts and retains more than 343 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, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Bancwest Investment Services, Inc can provide 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

500 Marquette Avenue Nw Suite 100
Albuquerque, NM 87102

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,771,143,095

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

343

NM Average: 226
Total Number of Accounts

8,995

NM Average: 7,467
Average Account Size

$196,903

NM Average: $264,928

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Investment Advisory Services

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

Jenifer Woolcott Work History

Jenifer has 10 years of experience.

2017 - Present (4 years)

Bank Of The West

2017 - Present (4 years)

Bancwest Investment Services, Inc

2013 - 2017 (4 years)

Presbyterian Healthcare Services

2010 - 2013 (3 years)

Genesis Healthcare Formerly Sunbridge Healthcare

Disclosures

Jenifer Woolcott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Saba Jahanian
Santa Monica, CA
Michael Baker
West Des Moines, IA
Jonathan Woodward
Grand Junction, CO
Riyad Said
Newport Beach, CA
George Saliga
Mountain View, CA
Alejandro Garcia
Turlock, CA
Milap Shah
Albuquerque, NM
Timothy Liu
Union City, CA

This content was compiled from the SEC and FINRA.

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