John Patrick Roughen
Investment adviser representative at First Citizens Investor Services, Inc.
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- First Citizens Investor Services, Inc.Jun 2025 to now
- First Citizens BankJun 2025 to now
- Bison Wealth, LLCFeb 2024 to May 2025
- UnemployedOct 2023 to Feb 2024
- Truist Advisory Services, Inc.May 2015 to Oct 2023
- Suntrust Investment Services Inc.Feb 2015 to Dec 2016
- Suntrust Bank Inc.Dec 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4126459
- Firm CRD
- 44430