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Jonathan David Wilkinson

T. Rowe Price Investment Services, Inc.

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About Jonathan David Wilkinson

Jonathan David Wilkinson is a financial advisor registered with T. Rowe Price Investment Services, Inc. Jonathan has been in the financial services industry since October 14, 1999 and holds Series 7, Series 62, Series 63, Series 65 and SIE licenses. Jonathan has held previous positions at Goldman, Sachs & Co., Hartford Securities Distribution Company, Inc., AllianceBernstein Investments, Inc., Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PaineWebber Incorporated, and Prudential Securities Incorporated. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and has been approved to do business in 53 states and territories.

Firm Information

Jonathan Wilkinson 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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Jonathan Wilkinson’s Registration & Firm History

MD

03/23/2015 - Present

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

NY

08/01/2011 - 03/20/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

CT

11/12/2008 - 08/01/2011

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

NY

04/07/2004 - 10/27/2008

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

MO

05/20/2003 - 04/07/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

05/06/2002 - 05/15/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

02/25/2000 - 06/20/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

02/27/1998 - 03/02/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

08/15/1997 - 12/01/1997

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/15/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/14/1997

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Wilkinson.
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