Jonathan Larose
Investment adviser representative at First Citizens Investor Services, Inc.
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
26 yearsFirm in business
Are you Jonathan Larose? Claim your profile
Contact this firm
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
13 years in the industry.
- First Citizens Investor Services, Inc.Apr 2026 to now
- Nextera Energy ResourcesJul 2025 to Apr 2026
- HomemakingSep 2024 to Jul 2025
- Fidelity InvestmentsJan 2022 to Sep 2024
- Wyrick Robbins Ponton and YatesJan 2020 to Jan 2022
- Holman AutomotiveMay 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7498321
- Firm CRD
- 44430