Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Nathaniel Lepore is a financial advisor with T. Rowe Price Investment Services, Inc. Jonathan has been in the financial services industry since June 26, 2001. Jonathan has a strong track record of success in providing financial advice to clients. Jonathan holds the Series 7, Series 63, Series 24, Series 26, and SIE licenses, and is registered in 53 states. Jonathan has been with T. Rowe Price Investment Services, Inc. since February 25, 2015. Prior to that, Jonathan worked at Jackson National Life Distributors LLC and UMB Scout Brokerage Services, Inc.
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.
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.
1
2
MD
02/25/2015 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
CO
12/06/2005 - 02/06/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MO
06/08/2001 - 12/05/2005
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 04/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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