Edwina Rumfelt Gowan

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

• 01/2006 → Present
  First Citizens Investor Services
  Raleigh, NC

Other Businesses

NC Outreach Group Homes. 120 Cosmic Dr., Marion, NC. Nature of business is working with people with developmental disabilities. Position is employee since 11/4/2019. 15-20 hours/week, 0 hours/week during trading hours. Duties are to provide care for someone with developmental disabilities based on their care plan and goals such as meal prep, medication administration, hygiene, transportation. Not a client of the Firm. Not investment related. Compensation is hourly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-19
• S63 Uniform Securities Agent State Law Examination
  2006-04-07

Other Names

• Wendy Rumfelt Gowan
• Edwina Jameson