Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
15yrs
Jonathan Rosche
Full name on record: Jonathan David Rosche
Financial advisor at First Citizens Investor Services
Jonathan Rosche is a fiduciary financial advisor in Raleigh, North Carolina, with 15 years in the industry. Jonathan joined First Citizens Investor Services in 2023, after seven years at Wells Fargo Advisors and five years at Edward Jones. First Citizens Investor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in North Carolina
Office8540 Colonnade Center Drive, Raleigh, NC 27615
How the firm is paid ?Percent of assets
Typical client at the firm ?$344,524
Advisors at the firm406
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowFirst Citizens Investor Services, Inc.Current firm
- 2016 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2016Edward JonesPreviously
Contact Jonathan
(800) 229-0205First Citizens Investor Services main office 8540 Colonnade Center DriveRaleigh, NC 27615Office · Get directions Firm websiteWWW.FIRSTCITIZENS.COM/wealth
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call First Citizens Investor Services at (800) 229-0205 and ask for Jonathan Rosche. Jonathan works from the Raleigh, NC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2011, about 15 years. More experience than 55% of advisors in North Carolina.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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