Jason HalderCRD Number: 5467699
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Jason Halder (CRD# 5467699) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Omaha, NE and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Bancwest Investment Services||Omaha, NE||Apr 2013 - Current||4|
|Bank Of The West||Omaha, NE||Apr 2013 - Current||4|
|Tdameritrade||Bellevue, NE||Aug 2008 - Apr 2013||4|
|Noll Human Resources||Omaha, NE||Dec 2007 - Aug 2008||< 1|
|Gamers Inc.||Omaha, NE||Dec 2006 - Oct 2007||< 1|
|Fareway Stores Inc.||Storm Lake, IA||Jun 2000 - Nov 2006||6|
|Center For Academic Excellence - Buena Vista University||Storm Lake, IA||Aug 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts7,387ACCOUNTS
Average Account Value$187,849
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)