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Mitchell William Johnson

Investment adviser representative at First Citizens Investor Services, Inc.
10 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

10 years in the industry.

  1. First Citizens Investor Services, Inc.Jul 2020 to now
  2. First Citizen BankJun 2020 to now
  3. First Citizen Investor ServicesJun 2020 to now
  4. Bb&tJan 2019 to Jun 2020
  5. Bb&t Securities, LLCJan 2018 to Jun 2020
  6. Bb&t InvestmentsDec 2017 to Jun 2020
  7. Bb&t BankDec 2017 to Jan 2019
  8. Wells Fargo Clearing Services, LLCMay 2016 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

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

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
5686750
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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