Jacob
Hedrick

First Citizens Investor Services, Inc

CRD#5851695
Investment Advisor
in King, NC

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About this Advisor

Jacob Hedrick is an advisor in King, North Carolina. Currently a registered financial advisor at First Citizens Investor Services, Inc, Hedrick has 10 years of experience as an investment advisor. Hedrick holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hedrick can serve customers based out of North Carolina. Over the course of their career, they have held roles at First Citizens Investor Services, First Citizens Bank and Suntrust Investment Services, Inc. First Citizens Investor Services, Inc is located in King, North Carolina, and has 72 brick-and-mortar locations in the United States. In total, First Citizens Investor Services, Inc manages $981 million in assets covering 3,584 client accounts and employs more than 175 people. The amount of assets the firm manages makes it one of the bigger firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. First Citizens Investor Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

604 S. Main St.
King, NC 27021

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

NC Average: $3,625,019,099
Total Number of Employees

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jacob Hedrick Work History

Jacob has 10 years of experience.

2013 - Present (8 years)

First Citizens Investor Services

2012 - 2013 (1 year)

Suntrust Investment Services, Inc

2010 - 2012 (2 years)

First Citizens Investor Services

2010 - 2011 (1 year)

First Citizens Bank

Disclosures

Jacob Hedrick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Albert Stephens
Charlotte, NC
Mitchell Johnson
Wilmington, NC
Channing Hamby
Hayesville, NC
Ryan Hedlund
Columbia, SC
Andrew White
Augusta, GA
Brian Karg
Wilmington, NC
John Swindell
Raleigh, NC
Leigh Ann Rotz
Raleigh, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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