Joel Robert Zapf
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
10 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
10 years in the industry.
- T. Rowe Price Advisory Services, Inc.Jun 2019 to now
- T Rowe PriceMay 2019 to now
- Ameriprise Financial Services, Inc.Mar 2017 to May 2019
- UnemployedOct 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
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
- 5303259
- Firm CRD
- 108958