Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jon Jergensen is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, Colorado. Jeffrey holds the Series 6, Series 7, and Series 63 licenses, along with the SIE exam. Jeffrey has been in the securities industry since September 6, 2016.
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
08/26/2019 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
IA
Issued 08/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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