J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
16yrs
Eric Stern
Full name on record: Eric Sheldon Stern
Financial advisor at First Citizens Investor Services
Based in San Francisco, California, Eric Stern is a fiduciary financial advisor with 16 years of industry experience. Eric has been with First Citizens Investor Services since 2024; before that, Eric spent three years at Morgan Stanley. First Citizens Investor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors at First Citizens Investor Services
Office222 2nd Street 18th Floor, San Francisco, CA 94105
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.
Career
- Nov 2025 – nowSVB WealthCurrent
- 2024 – nowFirst Citizens Investor Services, Inc.Current firm
- 2010 – 2013Morgan StanleyPreviously
Contact Eric
(800) 229-0205Firm headquarters in Raleigh, NC. Ask for Eric. 222 2nd Street 18th FloorSan Francisco, CA 94105Office · Get directions Firm websiteWWW.FIRSTCITIZENS.COM/wealth
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call First Citizens Investor Services at (800) 229-0205 and ask for Eric Stern. Eric works from the San Francisco, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 16 years. More experience than 56% of advisors at First Citizens Investor Services.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Eric 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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