Jeffery
Peschel

First Citizens Investor Services, Inc

CRD#4972783
Investment Advisor
in Hickory, NC

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About this Advisor

Jeffery Peschel is a financial advisor who lives in Hickory, North Carolina. Currently an investment advisor with First Citizens Investor Services, Inc, they have accrued an impressive 22 years of practice in the financial advisory industry. Peschel holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Peschel can operate in North Carolina. During their career, the advisor has held roles at First Citizens Investor Services and First Citizens Bank And Trust. First Citizens Investor Services, Inc is based out of Hickory, North Carolina, and operates out of 72 additional brick-and-mortar locations throughout the country. In total, First Citizens Investor Services, Inc manages $981 million in assets covering 3,584 client accounts and employs more than 175 people. The firm's total assets under management places it among the larger firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have greater than $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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

117 Fourth St. Nw
Hickory, NC 28601

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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

Jeffery Peschel Work History

Jeffery has 22 years of experience.

2014 - Present (7 years)

First Citizens Investor Services

2006 - 2014 (8 years)

First Citizens Investor Services

1998 - 2014 (16 years)

First Citizens Bank And Trust

Disclosures

Jeffery Peschel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Brian Karg
Wilmington, NC
Craig Shively
Charlotte, NC
Mitchell Johnson
Wilmington, NC
Robert Johnson
Charlotte, NC
Ryan Hedlund
Columbia, SC
John Liddicoat
Raleigh, NC
David Bratcher
Atlanta, GA
Edward Turrisi
Greenville, 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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