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Jason Lee Bandel

T. Rowe Price Advisory Services, Inc.

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About Jason Lee Bandel

Jason Bandel is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Jason has been in the financial services industry since February 15, 2007. Jason holds licenses in 53 states and is also a registered investment advisor in Colorado. Jason's office is located in Colorado Springs, Colorado. In addition to Jason's career, Jason is the owner of COUNTRY ROAD LIFE, a hobby business that assists Jason's wife with designs and sales of T-shirts, hats, and other items via a small print-on-demand business, and Jason is also a coach for a U15 2010 Girls soccer team. Jason specializes in portfolio management for individuals and financial planning.

Firm Information

Jason Bandel is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Jason Bandel’s Registration & Firm History

CO

06/08/2015 - Present

T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 10/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/22/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Lee Bandel. Review regulatory record here.
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