Jason M. Kelley

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	2024-05-28

NC RA
APPROVED

Since 2024-05-28

Branch Locations

539 North Main St., Hendersonville, NC 28792 • United States

1201 Tunnel Road, Asheville, NC 28805 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
First Citizens Bank (First Citizens Purchased Homebanc In 2018)	Asheville	NC	02/2009	Present
Renegade Bee Company	Palm Harbor	FL	02/2020	03/2022
Uber	Palm Harbor	FL	09/2016	01/2017
Lyft	Palm Harbor	FL	09/2016	01/2017
First Citizens Investor Services	Raleigh	NC	03/2022	Present

02/2009 → Present

First Citizens Bank (First Citizens Purchased Homebanc In 2018)

Asheville, NC
02/2020 → 03/2022

Renegade Bee Company

Palm Harbor, FL
09/2016 → 01/2017

Uber

Palm Harbor, FL
09/2016 → 01/2017

Lyft

Palm Harbor, FL
03/2022 → Present

First Citizens Investor Services

Raleigh, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-28
S63	Uniform Securities Agent State Law Examination	2022-05-11

S65 Uniform Investment Adviser Law Examination

2024-05-28
S63 Uniform Securities Agent State Law Examination

2022-05-11

View on SEC IAPD

Current Employers

First Citizens Investor Services, Inc.

Disclosures

Employment History

Exams

Other Firms

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