Jonathan L Steiner

Financial advisor at First Citizens Investor Services, Inc. · Raleigh, NC

Last updated 2026-10-10

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Jonathan L Steiner is a financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC, CRD 2157249. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-02-22.

Registration

CRD number
2157249
Registration status
Active
IAPD registration
2010-02-22
Industry Experience
16 years
Work Experience
14 years
States registered
NC

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2012-07 to 2023-10 · PNC Investments · Raleigh, NC
  • 2023-10 to Present · First Citizens Investor Services · Raleigh, NC

Current employment

SEC IAPD record for Jonathan L Steiner

First Citizens Investor Services, Inc.

Regulatory AUM
$2,626,080,185
Registered advisors
417
Offices
295
Clients per advisor
18.3 (Low)
Average AUM per client
$343.5K (Low)
High-net-worth client ratio
8.4% (Low)

First Citizens Investor Services, Inc.: advisors, services and reported ETF investments

About

Jonathan L Steiner is a CFP® financial advisor at First Citizens Investor Services, Inc. in Raleigh, NC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 16 years of industry experience and 14 years of reported work history. Reported roles include First Citizens Investor Services, PNC Investments.

First Citizens Investor Services, Inc.'s firm-level Form ADV reports 417 advisors across 295 offices; approximately 18.3 clients per advisor, average assets per client of $343,503, and regulatory AUM of $2.6B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by First Citizens Investor Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

8540 Colonnade Center Drive, Raleigh, NC 27615

100 advisors at this office.

First Citizens Investor office in Raleigh, NC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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