Jeremy Dick, financial advisor Omaha NE
93 score

Jeremy Dick

CRD Number: 3164653
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Jeremy Dick (CRD# 3164653) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Omaha, NE and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Omaha, NE Jan 2015 - Current 1
Bennington Soccer Club Bennington, NE Sep 2009 - Current 7
Arbor Point Advisors La Vista, NE Oct 2012 - Jan 2015 2
Jeremy Dick Omaha, NE Nov 2001 - Jan 2015 13
Securities America Advisors, Inc. Omaha, NE Mar 2000 - Jan 2015 14
Securities America, Inc. Omaha, NE Jan 1998 - Jan 2015 17
Everbank Jacksonville, FL Nov 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Jeremy M. Dick
Phone Number: 800-338-3919
Registered State(s):
  • AZ
  • CA
  • CO
  • ID
  • IA
  • KS
  • MN
  • MO
  • NE
  • NV
  • NM
  • ND
  • OK
  • OR
  • RI
  • SD
  • TX
  • WA
  • WI
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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