Emily Jones is a CFP-designated registered investment advisor at First Citizens Asset Management, INC, based in Charlotte, NC, with 6 years of industry experience. Emily 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 Street, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily teaches an online course for Campbell University's Lundy-Fetterman School of Business, dedicating a few hours per week. She is also an employee of First Citizens Asset Management (FCAM), an affiliated IA firm, spending minimal time on this investment-related activity.
Employment History
Current Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
State Registrations2 states
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