Advisor at First Citizens Investor Services, 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 Investor Services, Inc.
Location
Richlands, NC
Credentials
Series 63, Series 65
Industry experience
18 years
Jessica Batchelor is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, she is a co-owner of a rental property in Beulaville, NC. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company.
Based on First Citizens Investor Services, Inc.
Based on First Citizens Investor Services, Inc.
$0 - $100,000: 1.30% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.30% - 1.903% total fee range $100,001 - $250,000: 1.20% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.20% - 1.803% total fee range $250,001 - $500,000: 1.05% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 1.05% - 1.653% total fee range $500,001 - $1,000,000: 0.90% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 0.90% - 1.503% total fee range $1,000,001+: 0.85% advisory fee + 0% - 0.55% portfolio manager fee + 0% - 0.053% tax aware services = 0.85% - 1.453% total fee range
Commissions earned on insurance and brokerage products; conflicts of interest disclosed.
Account minimum: $25,000 Fee-only: Financial planning services offered complimentary; complex plans may incur negotiable fees via First Citizens Bank.
Richlands, NC
North Carolina
First Citizens Investor Services
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Beulaville, NC
CP Advisors, Inc.
Series 65
Beulaville, NC
CP Advisors, Inc.
CFP®, Series 63, Series 65
Jacksonville, NC
Financial Security Advisory Inc
Series 63, Series 65
Jacksonville, NC
Credit Union Investment Services
Series 66
Jacksonville, NC
First Command Advisory Services
CFP®, Series 63, Series 65
Jacksonville, NC
First Command Advisory Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")