Jessica Mae Batchelor

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2018-02-27

NC RA
APPROVED

Since 2018-02-27

Branch Locations

Richlands, NC • United States

100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Citizens Investor Services	Raleigh	NC	12/2006	Present

12/2006 → Present

First Citizens Investor Services

Raleigh, NC

Other Businesses

Co-owner of rental home located at 949 Haw Branch Rd. Beulaville, NC 28518. Non-investment related, compenstated by rental income. 4 hours/month zero during trading hours beginning 10/1/15.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-27
S63	Uniform Securities Agent State Law Examination	2007-08-10

S65 Uniform Investment Adviser Law Examination

2018-02-27
S63 Uniform Securities Agent State Law Examination

2007-08-10

Other Names

Jessica Mae Harber
Jessi Mae Batchelor
Jessi Mae Barber

View on SEC IAPD