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Joel Robert Zapf

T. Rowe Price Advisory Services, Inc.

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About Joel Robert Zapf

Joel Zapf is an investment advisor representative with T. Rowe Price Advisory Services, Inc., a firm specializing in providing financial planning and portfolio management services. Joel has a strong background in the financial industry, having been active in this field since 2007. He has a diverse range of experience, including previous roles with Ameriprise Financial Services, Inc., Spire Securities, LLC, and T. Rowe Price Investment Services, Inc. Joel is also registered in multiple states, including Maryland, where he is licensed as an Investment Advisor Representative and Broker-Dealer. He is committed to providing clients with personalized investment advice and guidance.

Firm Information

Joel Zapf 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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Joel Zapf’s Registration & Firm History

MD

06/10/2019 - Present

T. Rowe Price Advisory Services, Inc. (Owings Mills MD)

MD

03/21/2017 - 05/09/2019

AMERIPRISE FINANCIAL SERVICES, INC. (SEVERNA PARK MD)

VA

06/18/2015 - 10/04/2016

SPIRE SECURITIES, LLC (MCLEAN VA)

MD

06/12/2007 - 06/05/2015

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 09/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/11/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Robert Zapf.
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