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Jacob Lesser

T. Rowe Price Investment Services, Inc.

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About Jacob Lesser

Jacob Lesser is a financial professional with over six years of experience in the financial services industry. Jacob is currently registered with T. Rowe Price Investment Services, Inc., a firm based in Baltimore, MD. Jacob holds Series 63, SIE, and Series 7 licenses, demonstrating a wide range of knowledge and expertise. Jacob is licensed in 53 states and is committed to providing comprehensive financial solutions to clients across the country.

Firm Information

Jacob Lesser is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Lesser’s Registration & Firm History

MD

06/27/2024 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

NY

12/22/2021 - 05/13/2024

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC (New York NY)

NY

01/30/2018 - 12/31/2021

QUASAR DISTRIBUTORS, LLC (New York NY)

NY

03/12/2021 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (New York NY)

NY

10/10/2019 - 12/22/2021

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

FL

09/18/2017 - 01/03/2018

INCAPITAL LLC (BOCA RATON FL)

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Licenses & Designations

BC

Issued 10/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Lesser.
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