Jessica PoehlerCRD Number: 6043827
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Jessica Poehler (CRD# 6043827) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Portland, OR and has over 4 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Bank Of The West||Portland, OR||Mar 2016 - Current||< 1|
|Bancwest Investment Services||Portland, OR||Mar 2016 - Current||< 1|
|Wells Fargo Advisors LLC||Wilsonville, OR||Mar 2012 - Mar 2016||4|
|Wells Fargo Bank Na||Wilsonville, OR||May 2005 - Mar 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S65||NASAA Investment Advisors Law Examination||May 2012|
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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