Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Apgar is an investment advisor representative with T. Rowe Price Advisory Services, Inc., based in Colorado Springs, CO. Jonathan has been in the industry since 2017 and is registered to provide investment advice in all 50 states and the District of Columbia. Jonathan is also a registered principal in the state of Colorado. Jonathan holds the Series 6, 7, 63, 66, and SIE exams, as well as the Series 24 exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
06/12/2019 - Present
T. Rowe Price Advisory Services, Inc. (Colorado springs CO)
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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