Jackey Webb, financial advisor Waynesville NC
90 score

Jackey Webb

CRD Number: 5556114
Current Firm: First Citizens Investor Services, Inc.

Jackey Webb (CRD# 5556114) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Waynesville, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Nov 2015 - Current 1
Wells Fargo Advisors, LLC Asheville, NC Aug 2011 - Current 5
Jackey Webb Vending Clyde, NC Aug 2005 - Current 11
Ge Lighting Systems East Flat Rock, NC Oct 1999 - Aug 2011 11
Woodmen Of The World Life Insurance Society Omaha, NE Mar 2008 - Jul 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jackey J. Webb
Phone Number: 919-716-7492
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    559
    MILLIONS
  • Total Number of Accounts
    2,293
    ACCOUNTS
  • Average Account Value
    $243,803
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

CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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