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Jennifer Lisa Schmidt

T. Rowe Price Investment Services, Inc.

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About Jennifer Lisa Schmidt

Jennifer Lisa Schmidt is a financial advisor with T. Rowe Price Investment Services, Inc. Jennifer has been working in the financial services industry since 2003 and has a strong background in providing financial guidance to clients. Her experience includes previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Putnam Retail Management Limited Partnership, and American Express Financial Advisors Inc. Jennifer is dedicated to helping her clients achieve their financial goals.

Firm Information

Jennifer Schmidt 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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Jennifer Schmidt’s Registration & Firm History

CO

03/22/2018 - Present

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

MA

10/23/2009 - 03/05/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

05/06/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MA

10/13/2004 - 02/02/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MN

10/29/2003 - 12/09/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/29/2003 - 12/09/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lisa Schmidt.
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