JR
Jeffrey S. Rhineheart
FIRST CITIZENS INVESTOR SERVICES
Atlanta, GA 30339
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CRD#: 7371361
JR
Professional summary
Jeffrey Scott Rhineheart, who also goes by Jeff S Rhineheart, Jeffrey S Rhineheart, is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Atlanta, Georgia and FIRST CITIZENS ASSET MANAGEMENT, INC located in Atlanta, Georgia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff S Rhineheart | Jeffrey S Rhineheart
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.
First Citizens Asset Management; Investment Related; 4300 Six Forks Rd., Raleigh, NC 27609; Registered Investment Advisor; Position is New Business Development Officer; Start date is 2/9/2022; 16 hours/month during trading hours; Duties are to cultivate new relationships involving retirement plans, foundations and endowments.; no direct compensation; not a client of the Firm. SVB Wealth; Investment Related; 53 State Street, 28th Floor, Boston, MA 02109; Registered Investment Advisor: Position is Institutional Consultant; Start date is 8/2/23; 16 hours/month during trading hours; Duties are 3(21) investment advisory services provided to retirement plan clients; no direct compensation from SVB; not a client of the Firm.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Rhineheart's 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®
NoneExperience
Current
February 9, 2022 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 3300 Cumberland Blvd Se, Atlanta, GA 30339RIA
BD
CRD#: 44430
Atlanta, GA
Current
February 15, 2022 - Present
FIRST CITIZENS ASSET MANAGEMENT, INC
Office #1: 3300 Cumberland Blvd. Se, Atlanta, GA 30339RIA
CRD#: 140777
Atlanta, GA
Current
August 11, 2023 - Present
SVB WEALTH
Office #1: 3300 Cumberland Blvd Se, Atlanta, GA 30339RIA
CRD#: 172832
Atlanta, GA
Current
July 12, 2021 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 3300 Cumberland Blvd Se, Atlanta, GA 30339RIA
BD
CRD#: 44430
Atlanta, GA
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".
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE
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.RR
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
RR
Florida(4/9/2025)
RR
Georgia(8/9/2021)
IAR
Georgia(2/9/2022)
RR
Missouri(4/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/12/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE
CRD#: 172832 / SEC#: 801-80480
RIA
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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
85
SEC notice filing (51 States and Territories)
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 | ||
| 09/20/2024 | ||
| 10/31/2022 |
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.
