Jonathan-charles Jaime Paez
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 yearsFirm in business
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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
12 years in the industry.
- T. Rowe Price Advisory Services, Inc.May 2026 to now
- T. Rowe PriceSep 2018 to now
- Allied Universal Security ServiceApr 2017 to Sep 2018
- UnemployedMar 2017 to Apr 2017
- Anne Arundel Medical CenterJan 2017 to Mar 2017
- Allied Universal Security ServicesFeb 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
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
- 7012842
- Firm CRD
- 108958