Advisor at First Citizens Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Citizens Asset Management, Inc
Location
Charlotte, NC 28202
Credentials
Series 63, Series 65
Industry experience
23 years
Jeffrey Chapman is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Resilience Wealth Advisors, LLC, Resources Investment Advisors, LLC, and BB&T RIS Investment Management. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks with an emphasis on dynamic asset allocation and manager research.
Based on First Citizens Asset Management, Inc
$50,000 - $100,000: 2.00% $100,001 - $200,000: 1.75% $200,001 - $500,000: 1.25% $500,001+: 1.00%
Certain IARs receive commissions for securities and insurance products sold separately from advisory fees.
Account minimum: $50,000
128 S. Tryon St.
Charlotte, NC 28202
North Carolina
First Citizens Asset Management
2022 - Present (4 years)
First Citizens Investor Services
2022 - Present (4 years)
First Citizens Bank
2022 - Present (4 years)
Resilience Wealth Advisors, LLC
2021 - 2022 (1 year)
Resources Investment Advisors, LLC
2021 - 2021 (1 year)
Bb&T Ris Investment Management
2012 - 2020 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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