Unclaimed
Brooks Jonathan Fisher is an active financial advisor registered with the state of Colorado. Brooks is a registered representative with T. Rowe Price Associates, Inc., which is a large firm managing assets over $10 billion - $50 billion. Brooks has been in the industry since September 24, 2007 and has been with T. Rowe Price since June 2007. The advisor offers financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, investment companies, pooled investment vehicles, corporations and other businesses, state and municipal governments and sovereign wealth funds.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
02/26/2019 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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