Jennifer TrustyCRD Number: 5889005
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Jennifer Trusty (CRD# 5889005) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Overland Park, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Bancwest Investments||Overland Park, KS||Sep 2012 - Current||5|
|Bank Of The West||Overland Park, KS||Nov 2011 - Current||5|
|Citizens Bank Na||Overland Park, KS||Mar 2011 - Nov 2011||< 1|
|Bank Of The West||Overland Park, KS||May 2008 - Mar 2011||2|
|Brotherhood Bank & Trust||Kansas City, KS||Dec 2007 - May 2008||< 1|
|Wells Fargo||Overland Park, KS||Mar 2000 - Dec 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management896MILLIONS
Total Number of Accounts5,218ACCOUNTS
Average Account Value$171,807
- A percentage of assets under your management
- 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)
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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