Jeffrey Chapman
Jeffrey Chapman is a registered investment advisor at First Citizens Asset Management, INC, based in Charlotte, NC, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 409 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCAM offers investment management through various programs. FCAM will generally receive a fee in the range of 0.04% to .50% of the assets under management in the Client account for sub-advisory services. For retail services, fees are based on a percentage of the assets in the account. The fees vary by service. FCAM does not offer wrap fee programs to new clients and will not accept any new wrap fee accounts.
Location
128 S. Tryon St., Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey creates portfolios for clients through First Citizens Asset Management, dedicating minimal time to this activity. He receives no compensation from FCAM.
Employment History
Current Registrations
First Citizens Asset Management, INC
Previous Registrations
First Citizens Investor Services, INC.
Resilience Wealth Advisors
Resources Investment Advisors
Bb&t Institutional Investment Advisers, INC.
Sterling Capital Management
Bb&t Asset Management, INC.
Uvest Financial Services Group, INC.
Bb&t Investment Services, INC.
Park Avenue Securities LLC
C.P. Advisory Services
State Registrations1 state
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