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John Mitchell Wurzer

T. Rowe Price Associates, Inc.

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About John Mitchell Wurzer

John Wurzer is a financial advisor with T. Rowe Price Associates, Inc. John Wurzer has been in the industry since 1992 and holds licenses in 53 states and the District of Columbia, including Series 3, 6, 7, 26, 63, and 66. John Wurzer currently holds a Series 66 and Series 26 license. John Wurzer also holds a Series 3 license, which is a National Commodity Futures Examination. John Wurzer has a broad range of experience, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John Wurzer has been affiliated with T. Rowe Price Associates, Inc. since February 2017. Previously, John Wurzer worked at Twentieth Century Services, Inc., and American Century Investment Services Inc. John Wurzer is also a board member of the Ronald McDonald House Charities in Kansas City, Missouri.

Firm Information

John Wurzer is currently registered with T. Rowe Price Associates, Inc.. T. Rowe Price Associates, Inc. is a Baltimore, MD-based investment advisor with over $1.75 trillion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors and portfolio management for businesses. T. Rowe Price Associates, Inc. serves a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
T. Rowe Price Associates, Inc.

100 EAST PRATT STREET

BALTIMORE, MD 21202

$1.75T

Assets Under Management

51

Total Clients

208

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Wurzer’s Registration & Firm History

MO

01/03/2018 - Present

T. Rowe Price Associates, Inc. (Parkville MO)

MO

01/25/1992 - 12/31/2016

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

02/19/2002 - 12/31/2002

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 12/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/20/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Mitchell Wurzer.
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