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||5|
|Bank Of The West||Omaha, NE||Apr 2013 - Current||5|
|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)
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, WY