Jason Vieira, financial advisor Charlotte NC

Jason Vieira

CRD Number: 5062229
Current Firm: First Citizens Investor Services, Inc.

Jason Vieira (CRD# 5062229) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Oct 2020 - Current 1
Michael Ryan Realty Waxhaw, NC Aug 2020 - Oct 2020 < 1
Lpl Financial LLC Fort Mill, SC May 2020 - Aug 2020 < 1
Woodbury Financial Services, Inc. Charlotte, NC Mar 2019 - Apr 2020 1
Questar Asset Management Minneapolis, MN Nov 2018 - Mar 2019 < 1
Questar Capital Corporation Minneapolis, MN Oct 2018 - Mar 2019 < 1
Unemployed Charlotte, NC Jun 2018 - Sep 2018 < 1
Global Alternative Investment Services, Inc. Charlotte, NC Jan 2016 - May 2018 2
Wells Fargo Investment Institute, Inc. Charlotte, NC Jan 2016 - Feb 2016 < 1
Wells Fargo Advisors LLC Charlotte, NC May 2009 - Feb 2016 6
Wells Fargo Insurance Group Charlotte, NC May 2007 - Feb 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Jason H. Vieira
Phone Number: 800-229-0205
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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