Jared
Davison
First Citizens Investor Services, Inc
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About this Advisor
Jared Davison is a financial advisor working out of Columbia, South Carolina who has 2 years of industry experience. Davison is an employee of First Citizens Investor Services, Inc. Over the course of their career, Davison has held roles at Lincoln Financial Distributors, Lincoln Financial Advisors, First Citizens Investor Services, First Citizens Bank and First Citizens Asset Management. Davison maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Carolina. First Citizens Investor Services, Inc is a registered investment firm that has its headquarters in Raleigh, NC. The company has offices in 73 locations and a total of 250 financial advisors. It controls $2 billion in assets under management among its 5,949 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 5,949 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by First Citizens Investor Services, Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
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
Jared Davison Work History
Jared has been registered as a financial advisor for 2 years.*
First Citizens Investor Services
First Citizens Bank
First Citizens Asset Management
Lincoln Financial Advisors
Lincoln Financial Distributors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared Davison 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
Charleston, SC
Durham, NC
Charlotte, NC
Columbia, SC
Hartsville, SC
Raleigh, NC
Mount Pleasant, SC
Goldsboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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