Jeffery
Maynard
Bancwest Investment Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffery Maynard is a financial advisor who works out of Fargo, North Dakota with a total of 17 years of industry experience. Maynard currently works for Bancwest Investment Services, Inc. Maynard has gained experience at Private Events Catering, Bank Of The West and Bancwest Investment Services, Inc. Maynard holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Kansas, Minnesota, North Dakota, South Dakota and Wisconsin. Bancwest Investment Services, Inc is a financial advisory company that has its headquarters in Omaha, NE. The company has offices in 440 locations and a total of 369 advisors. It has $2 billion in assets under management across its 9,062 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 9,062 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffery Maynard Work History
Jeffery has been registered as a financial advisor for 17 years.*
Bancwest Investment Services, Inc
Bank Of The West
Private Events Catering
*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 Jeffery Maynard 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)
Tempe, AZ
Tempe, AZ
Fresno, CA
Sacramento, CA
Tempe, AZ
Tempe, AZ
Rowland Heights, CA
Stockton, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
