Jonathan
Wakin
First Citizens Investor Services, Inc
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About this Advisor
Jonathan Wakin is a financial advisor based in Durham, North Carolina, working with First Citizens Investor Services, Inc. Jonathan has previously held positions at Rick Gardner & Associates, Rga Investments, Edward Jones, Guardian Life Insurance Company, Park Avenue Securities, First Citizens Investor Services, and Lending Works LLC. Jonathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Jonathan is part of First Citizens Investor Services, Inc, which operates out of Durham, 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
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
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
Jonathan Wakin Work History
First Citizens Investor Services
Lending Works LLC
Guardian Life Insurance Company
Park Avenue Securities
Edward Jones
Rga Investments
Rick Gardner & Associates
Disclosures
Please visit the SEC profile of Jonathan Wakin 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
Charlotte, NC
Raleigh, NC
Raleigh, NC
Goldsboro, NC
Atlanta, GA
Raleigh, NC
Columbia, SC
Raleigh, NC
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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