Jeffrey
Brown
First Citizens Investor Services, Inc
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About this Advisor
Jeffrey Brown is a financial advisor based out of Charlottesville, Virginia, with 1 year of relevant experience. Brown currently works for First Citizens Investor Services, Inc. During their career, Brown has held roles at Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Suntrust Investment Services Inc, Suntrust Bank, Bank Of America, First Citizens Bank and First Citizens Investor Services. Brown maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. First Citizens Investor Services, Inc is a firm that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 advisors. It administers $2 billion in assets under management across its 5,949 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 5,949 accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets. First Citizens Investor Services, Inc provides 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. Fees for financial management largely vary depending on which services are provided. However, fee types charged by First Citizens Investor Services, Inc can be comprised of some blend of 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
Jeffrey Brown Work History
Jeffrey has been registered as a financial advisor for 1 years.*
First Citizens Bank
First Citizens Investor Services
Suntrust Investment Services Inc
Suntrust Bank
Suntrust Bank
Bank Of America
Suntrust Bank
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
*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 Jeffrey Brown 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
Charlotte, NC
Raleigh, NC
Columbia, SC
Wilmington, NC
Raleigh, NC
Goldsboro, NC
Mount Pleasant, SC
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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