Jonathan
Huss
First Citizens Asset Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathan Huss is a financial advisor working out of Raleigh, North Carolina, with a total of 7 years of industry experience. Huss is currently employed by First Citizens Asset Management, Inc. Huss has gained experience at First Citizens Asset Management, First Citizens Bank & Trust Company and Credit Suisse. Huss maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in South Carolina. First Citizens Asset Management, Inc is an advisory company that has its headquarters in Raleigh, NC. It has offices in 23 locations and a total of 49 advisors. It controls $274 million in assets under management among its 1,273 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,273 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. First Citizens Asset Management, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually depend on which services are provided. Fee types charged by First Citizens Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
First Citizens Asset Management, Inc Brokerage Details
$273,656,161
49
1,273
$214,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Huss Work History
Jonathan has been registered as a financial advisor for 7 years.*
First Citizens Asset Management
First Citizens Bank & Trust Company
Credit Suisse
*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 Jonathan Huss 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 Asset Management, Inc
Raleigh, NC
Atlanta, GA
Raleigh, NC
Raleigh, NC
Charlotte, NC
Columbia, SC
Raleigh, NC
Raleigh, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
