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Jason Matthew Oconnor

T. Rowe Price Associates, Inc.

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About Jason Matthew Oconnor

Jason Oconnor is a financial advisor registered in 53 states and the District of Columbia. Jason has over 7 years of experience in the financial industry and holds Series 7, Series 63, Series 66, and SIE licenses. Jason is affiliated with T. Rowe Price Associates, Inc. and is primarily focused on providing portfolio management services for individual investors, businesses, investment companies and pooled investment vehicles.

Firm Information

Jason Oconnor is currently registered with T. Rowe Price Associates, Inc.. T. Rowe Price Associates, Inc. is a Baltimore, MD-based investment advisor with over $1.75 trillion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors and portfolio management for businesses. T. Rowe Price Associates, Inc. serves a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
T. Rowe Price Associates, Inc.

100 EAST PRATT STREET

BALTIMORE, MD 21202

$1.75T

Assets Under Management

51

Total Clients

208

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Oconnor’s Registration & Firm History

CO

09/03/2020 - Present

T. Rowe Price Associates, Inc. (Colorado Springs CO)

NY

04/29/2014 - 05/02/2017

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

07/10/2013 - 04/30/2014

SCOTIA CAPITAL (USA) INC. (NEW YORK NY)

NY

08/22/2012 - 10/22/2012

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Matthew Oconnor. Review regulatory record here.
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