Jason T. Cyza

FIRST CITIZENS INVESTOR SERVICES

Omaha, NE

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CRD#: 4903293

Professional summary

Jason Thomas Cyza is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Omaha, Nebraska and SVB WEALTH located in Omaha, Nebraska.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jason has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SVB Wealth; 53 State St, 28th Floor, Boston, MA 02109; SVB Wealth LLC is a wholly owned subsidiary of First Citizens Bank & Trust and an affiliate of First Citizens Investor Services and First Citizens Asset Management. began 7/7/2025; 40 hrs/week; duties are Providing compliance support to SVBW (an affiliate to FCIS and FCAM) - to include responsibilities related to the maintenance and enforcement of compliance policies and procedures.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Thomas Cyza's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2023 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

Omaha, NE

Current

July 14, 2025 - Present

SVB WEALTH

RIA

CRD#: 172832

Omaha, NE

Current

November 1, 2023 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

Omaha, NE

Past

January 27, 2020 - August 24, 2023

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

OMAHA, NE

Past

January 24, 2020 - August 31, 2023

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

OMAHA, NE

Past

February 21, 2019 - January 15, 2020

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

OMAHA, NE

Past

September 6, 2018 - January 15, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

OMAHA, NE

Past

September 9, 2015 - August 8, 2018

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

OMAHA, NE

Past

September 9, 2015 - August 8, 2018

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

OMAHA, NE

Past

June 24, 2013 - September 2, 2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

OMAHA, NE

Past

June 17, 2013 - September 2, 2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Past

January 2, 2009 - March 18, 2013

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LA VISTA, NE

Past

December 5, 2008 - March 18, 2013

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

March 20, 2008 - December 26, 2008

QA3 FINANCIAL LLC

RIA

CRD#: 104957

OMAHA, NE

Past

July 4, 2005 - December 26, 2008

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SVB WEALTH

CRD#: 172832 / SEC#: 801-80480

RIA

Registered Investment Advisory firm - (10/2/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Nebraska
(11/1/2023)

IAR

Nebraska
(11/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/15/2013

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/11/2013

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SVB WEALTH

CRD#: 172832 / SEC#: 801-80480

RIA

Registered Investment Advisory firm - (10/2/2014 Approved)

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Contact information

Main Address

53 State Street 28th Floor, Boston, MA 02109

Mailing Address

Po Box 27131, Raleigh, NC 27611

Phone number

(617) 223-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SVB WEALTH LLC (3/30/2025)

SVB WEALTH LLC APPENDIX 1/ WRAP BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	3,739
AUM (Assets Under Management)	$ 4,983,411,995

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/21/2025	Cover Page	Report
09/20/2024	Cover Page	Report
10/31/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jason T. Cyza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Thomas Cyza's CRS (Customer Relationship Summary).

Certified licenses

Experience

SVB WEALTH

FIRST CITIZENS INVESTOR SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

Primary Firm SEC Registration

SVB WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2008

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/1/2005

Series 53

Date: 11/15/2013

Series 4

Date: 1/11/2013

Series 24

Date: 1/6/2006

FINRA

Current Firm

SVB WEALTH

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SVB WEALTH

TRUST BUT VERIFY

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