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Jesse L Perry

T. Rowe Price Advisory Services, Inc.

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About Jesse L Perry

Jesse L. Perry is a financial professional with over 8 years of experience in the financial services industry. Jesse is currently registered with T. Rowe Price Advisory Services, Inc. and has been with the firm since February 2024. Jesse is registered with the state of Colorado and has a Series 7, Series 66, and SIE license. Jesse offers financial planning, portfolio management for individuals and corporations, and a range of financial products and services. Jesse is committed to providing clients with personalized financial advice and investment solutions.

Firm Information

Jesse Perry 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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Jesse Perry’s Registration & Firm History

CO

03/11/2024 - Present

T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)

NC

10/18/2023 - 01/18/2024

INNOVATION PARTNERS LLC (CHARLOTTE NC)

AZ

02/03/2021 - 10/29/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

CO

01/03/2019 - 03/13/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

10/02/2018 - 10/11/2018

1ST GLOBAL CAPITAL CORP. (Colorado Springs CO)

CO

10/15/2014 - 03/27/2018

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 11/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse L Perry.
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