Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
4yrs
Jonathan Larose
Financial advisor at First Citizens Investor Services
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603
How the firm is paid ?Percent of assets
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.
Uniform Combined State Law Examination
Career
- May 2026 – nowFirst Citizens Investor Services, Inc.Current firm
- 2022 – 2024Fidelity Personal and Workplace AdvisorsPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call First Citizens Investor Services at 800-229-0205 and ask for Jonathan Larose. Jonathan works from the Raleigh, NC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2022, about 4 years. 4 years in the industry.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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