Jason A Policastro
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
Are you Jason A Policastro? Claim your profile
Contact this firm
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.Oct 2025 to now
- T. Rowe PriceAug 2023 to now
- Cornerstone AdvisoryFeb 2021 to Aug 2023
- T. Rowe PriceJun 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State 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
- 6234482
- Firm CRD
- 108958