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Jason Anthony Widener

T. Rowe Price Investment Services, Inc.

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About Jason Anthony Widener

Jason Anthony Widener is a financial advisor who has been in the industry since May 16, 1999. He is currently registered with T. Rowe Price Investment Services, Inc. in Baltimore, MD. Previously, Jason was registered with OppenheimerFunds Distributor, Inc. in New York, NY, ALPS Distributors, Inc. in Denver, CO, Lynch, Jones & Ryan, Inc. in New York, NY and Stephens Inc. in Little Rock, AR. Jason holds the Series 3, Series 6, Series 7, Series 32, and SIE licenses. Jason is licensed to offer financial advice in 53 states and the District of Columbia.

Firm Information

Jason Widener 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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Jason Widener’s Registration & Firm History

MD

04/26/2017 - Present

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

NY

10/26/2011 - 03/16/2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

CO

06/19/2007 - 10/25/2011

ALPS DISTRIBUTORS, INC. (DENVER CO)

NY

04/11/2001 - 08/14/2006

LYNCH, JONES & RYAN, INC. (NEW YORK NY)

AR

06/26/1997 - 05/03/2000

STEPHENS INC. (LITTLE ROCK AR)

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Licenses & Designations

BC

Issued 09/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2019

Series 32 - Limited Futures Exam-Regulation

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2014

Series 3 - National Commodity Futures Examination

BC

Issued 03/07/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Anthony Widener.
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