Jonathan L Webb
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm assets
Are you Jonathan L Webb? 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
12 years in the industry.
- T. Rowe Price Advisory Services, Inc.Apr 2026 to now
- T. Rowe PriceMar 2026 to now
- Osaic Wealth, Inc.Jan 2025 to Mar 2026
- Lincoln Financial Advisors CorporationMay 2021 to Jan 2025
- Charles Schwab & Co., Inc.Mar 2019 to May 2021
- UnemployedJun 2018 to Mar 2019
- Washington CollegeJul 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6265692
- Firm CRD
- 108958