Johanna Marie Mears

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 03/2021
  The Huntington Investment Company
  Columbus, OH
• 03/2021 → 03/2022
  The Huntington Investment Company
  Jefferson Hills, PA
• 03/2022 → 10/2025
  The Huntington Investment Company
  Washington, PA
• 10/2025 → Present
  First Citizens Asset Management
  Raleigh, NC
• 10/2025 → Present
  First Citizens Bank
  Washington, PA
• 10/2025 → Present
  First Citizens Investor Services
  Raleigh, NC
• 10/2025 → Present
  Svb Wealth
  Boston, MA

Previous Registrations

• 2012-12-03 → 2025-10-20
  The Huntington Investment Company
  Toronto, OH
  Pittsburgh, PA
  Monroeville, PA
  Steubenville, OH
  Pittsburgh, PA
  Columbus, OH
  Morgantown, WV
  Columbus, OH
  Jefferson Hills, PA
  Washington, PA
  Washington, PA
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH

Other Businesses

SVB Wealth, 53 State St, Boston, MA 02109; SVBW is an affiliated IA Firm; 20 hr/month; compliance manager performing compliance functions for the affiliate. FCAM; 8540 Colonnade Center Drive, Raleigh, NC 27516; FCAM is an affiliated IA Firm; 20 hr/month; compliance manager performing compliance functions for the affiliate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-01
• S63 Uniform Securities Agent State Law Examination
  2011-12-14

Other Names

• Johanna Marie Crafts