Jacob
Hedrick

First Citizens Investor Services, Inc

CRD#5851695
Investment Advisor
in King, NC

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About this Advisor

Jacob Hedrick is a financial advisor based in King, North Carolina, working with First Citizens Investor Services, Inc. Jacob has previously held positions at First Citizens Investor Services and Nellie T Properties. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jacob is part of First Citizens Investor Services, Inc, which operates out of King, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

604 South Main Street
King, NC 27021

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$1,729,333,096

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

235

NC Average: 22
Total Number of Accounts

6,086

NC Average: 1,917
Average Account Size

$284,149

NC Average: $1,890,985

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

2022 - Present (2 years)

Nellie T Properties

2013 - Present (11 years)

First Citizens Investor Services

Disclosures

Please visit the SEC profile of Jacob Hedrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Citizens Investor Services, Inc

Richard Warren
Atlanta, GA
Katie Peeden
Raleigh, NC
Alexander Talley
Raleigh, NC
Dasha Harrell
Charlotte, NC
James Martin
Goldsboro, NC
Erica Gahm
Raleigh, NC
Timothy Sumner
Clinton, NC
Brandon Johnson
Columbia, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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