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Jonas Alan Merk

T. Rowe Price Advisory Services, Inc.

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About Jonas Alan Merk

Jonas Alan Merk is an investment advisor representative with T. Rowe Price Advisory Services, Inc. located in Cranford, NJ. Jonas has over 23 years of experience in the financial services industry. Jonas is registered with the state of Maryland as an investment advisor representative and with the state of New Jersey as an investment advisor representative.

Firm Information

Jonas Merk 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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Jonas Merk’s Registration & Firm History

NJ

07/09/2024 - Present

T. Rowe Price Advisory Services, Inc. (Cranford NJ)

MA

10/01/2019 - 02/01/2024

ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)

OH

09/27/2010 - 09/24/2019

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NJ

03/30/2007 - 09/14/2010

BCG SECURITIES, INC. (CHERRY HILL NJ)

NY

04/27/2006 - 03/13/2007

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

07/19/2005 - 07/26/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/07/2004 - 11/18/2004

GFI SECURITIES LLC (NEW YORK NY)

TN

02/26/2004 - 05/07/2004

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

NY

06/30/2000 - 01/28/2004

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NJ

07/11/1999 - 05/08/2000

NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)

NY

11/13/1997 - 01/13/1998

W.J. NOLAN & COMPANY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Jonas Alan Merk. Review regulatory record here.
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