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Jennifer Nicole Jefferson

T. Rowe Price Investment Services, Inc.

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About Jennifer Nicole Jefferson

Jennifer Jefferson is a financial advisor with T. Rowe Price Investment Services, Inc. Jennifer is registered with the state of Maryland and is currently licensed to offer securities products and services in 53 states and the District of Columbia. Jennifer has been working in the financial services industry for over 12 years. She has experience in a variety of areas including investment management, financial planning, and retirement planning. Jennifer holds Series 6, 7, and 63 licenses and the SIE exam.

Firm Information

Jennifer Jefferson 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 Jefferson’s Registration & Firm History

MD

02/04/2020 - Present

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

MD

05/17/2007 - 03/01/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 07/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Nicole Jefferson.
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