Unclaimed Profile

Jason Lee Meysenburg

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 66Clean record19 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 2724741Firm CRD# 29357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Lee Meysenburg · OMAHA, NE

Registration

CRD #2724741 · BANCWEST INVESTMENT SERVICES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

PNC WEALTH MANAGEMENT

Oct 2023 – present

PNC WEALTH MANAGEMENT LLC

Oct 2023 – present

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Apr 2007 – Aug 2023

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 66

Registration record

First registered · April 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANCWEST INVESTMENT SERVICES, INC.

CRD 29357 · SEC 801-71300

AUM

$2.0B

Regulatory assets under management

Employees

369

9,062 client accounts

Services offered by BANCWEST INVESTMENT SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANCWEST INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Lee Meysenburg offer?

Jason Lee Meysenburg specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Jason Lee Meysenburg's credentials?

Jason Lee Meysenburg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Lee Meysenburg located?

Jason Lee Meysenburg is based in OMAHA, Nebraska, working with BANCWEST INVESTMENT SERVICES, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Jason Lee Meysenburg charge for services?

Jason Lee Meysenburg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANCWEST INVESTMENT SERVICES, INC.?

BANCWEST INVESTMENT SERVICES, INC. has approximately 369 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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