Jonathan Larose

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

• 01/2022 → 09/2024
  Fidelity Investments
  Durham, NC
• 01/2020 → 01/2022
  Wyrick Robbins Ponton And Yates
  Raleigh, NC
• 01/2017 → 10/2019
  Holman Automotive
  Vancouver, WA
• 05/2013 → 01/2017
  Holman Automotive
  Fort Lauderdale, FL
• 04/2026 → Present
  First Citizens Investor Services
  Raleigh, NC
• 07/2025 → 04/2026
  Nextera Energy Resources
  Juno Beach, FL
• 09/2024 → 07/2025
  Homemaking
  Boca Raton, FL

Previous Registrations

• 2022-07-14 → 2024-08-26
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-06-29

Other Names

• Jonathan Michael Larose
• Jonathan Larose