Jenifer
Woolcott

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.