Unclaimed
Jared Mark De Jong is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Jared has been in the financial services industry for over 12 years. Jared has a Series 66 license and has passed the Series 7, Series 24, Series 51, and SIE exams. Jared is registered in 53 states and the District of Columbia for both securities and investment advisory services. Jared's firm is a registered investment advisor with the Securities and Exchange Commission (SEC) and has over 7,000 clients with $2.5 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
See schedule d
1
2
CO
08/03/2023 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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