Jennifer Trusty, financial advisor Overland Park KS
78 score

Jennifer Trusty

CRD 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.

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Company Name Location Dates Years
Bancwest Investments Overland Park, KS Sep 2012 - Current 4
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jennifer L. Trusty
Phone Number: 800-338-3919
Registered State(s):
  • MO
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
78

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