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James Wesley Page

Investment adviser representative at First Citizens Investor Services, Inc.
22 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

22 years in the industry.

  1. First Citizens Investor Services, Inc.Jun 2026 to now
  2. UnemployedMar 2026 to May 2026
  3. Voya FinancialSep 2022 to Feb 2026
  4. AscensusMar 2021 to Aug 2022
  5. Bb&tDec 2004 to Feb 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
4526883
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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