Jared P Taylor
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- T. Rowe Price Advisory Services, Inc.Sep 2026 to now
- T Rowe PriceAug 2026 to now
- Ameriprise Financial Services, LLCFeb 2024 to Jun 2026
- Pruco Securities, LLCNov 2023 to Jan 2024
- The Prudential Insurance Company of AmericaNov 2023 to Jan 2024
- Bank of America, N.A.Aug 2017 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2012 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MD).
T. Rowe Price Advisory Services, Inc.
$5.9BAssets managed
13,517Clients
504Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5137676
- Firm CRD
- 108958