Jodi Scott
Professional summary
Jodi Scott, who also goes by Jodi Nicole May, Jodi May Pope, Jodi M Scott, Jodi May Scott, is a registered financial advisor currently at FIRST CITIZENS INVESTOR SERVICES, INC. located in Knightdale, North Carolina.
Jodi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jodi has worked at 4 firms and has passed the Series 66, Series 6TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jodi Scott's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jodi Scott's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2026 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 6550 Knightdale Blvd, Knightdale, NC 27545May 27, 2026 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 6550 Knightdale Blvd, Knightdale, NC 27545February 13, 2026 - May 11, 2026
STATE FARM INVESTMENT MANAGEMENT CORP.
February 13, 2026 - May 11, 2026
STATE FARM VP MANAGEMENT CORP.
December 6, 2024 - January 16, 2026
EDWARD JONES
October 11, 2024 - January 16, 2026
EDWARD JONES
Primary Firm SEC Registration
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430 / SEC#: 801-57302, 8-50696
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/27/2026)
Exams
Series 6TO
Date: 2/13/2026
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 10/11/2024
General Securities Representative ExaminationFINRA
Current Firm
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430 / SEC#: 801-57302, 8-50696
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIRST-CITIZENS BANK & TRUST COMPANY | 100% OWNER | |
| BILITER, DAVID LEE | DIRECTOR, PRESIDENT | 1690995 |
| CECE, MARY | SECRETARY | 2135583 |
| LONGEST, MICHAEL LEE | DIRECTOR, SENIOR DIRECTOR WEALTH FINANCE & TECHNOLOGY | 6692593 |
| MARRONE, MARK STEPHEN | CHIEF COMPLIANCE OFFICER | 1987907 |
| MCCALLUM, CHARLES FALCONER III | DIRECTOR, SENIOR DIRECTOR WEALTH RISK & GOVERNANCE | 2697260 |
| WALSH, WILLIAM JAMES | DIRECTOR, FIRST CITIZENS OUTSIDE DIRECTOR | 4883580 |
| WILSON, MICHAEL CHRISTOPHER | DIRECTOR, WEALTH MANAGEMENT EXECUTIVE | 4301352 |
Regulatory assets under management
| Total Number of Accounts | 6,706 |
| AUM (Assets Under Management) | $ 2,098,769,026 |
Disclosures
| Regulatory Event | 2 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/30/2026 | ||
| 01/13/2025 |
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.
Company Information
FIRST CITIZENS INVESTOR SERVICES, INC.
CRD#: 44430Knightdale, NC 27545TRUST BUT VERIFY
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