Jay Eliason, financial advisor Bridgeport NE
93 score

Jay Eliason

CRD Number: 1796839
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Jay Eliason (CRD# 1796839) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Bridgeport, NE and has over 22 years of experience in the finance industry.

Company Name Location Dates Years
Bancwest Investment Services Chadron, NE Jun 2012 - Current 4
Bank Of The West Chadron, NE Jun 2012 - Current 4
Eliason & Associates Inc. Chadron, NE Aug 2005 - Current 11
H.beck, Inc. Rockville, MD Feb 2011 - Jun 2012 1
Qa3 Financial Corp Omaha, NE Jun 2010 - Feb 2011 < 1
Qa3 Financial, LLC Omaha, NE Jun 2010 - Feb 2011 < 1
Securities America, Inc. Chadron, NE May 2004 - Jun 2010 6
Securities America Advisors, Inc. Chadron, NE May 2004 - Jun 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Jay D. Eliason
Phone Number: 800-338-3919
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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