Jacob Allen Petersen
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.Nov 2023 to now
- T Rowe PriceAug 2022 to now
- Aston CarterJan 2022 to Aug 2022
- Sai Om Hotel LLCNov 2021 to Dec 2021
- Incredible BankSep 2021 to Dec 2021
- Peoples State BankOct 2020 to Sep 2021
- Aqua FinanceJul 2018 to Oct 2020
- Stoney CreekMar 2017 to Nov 2021
- Wausau Supply CompanyFeb 2017 to Feb 2017
- Backes Food MartJun 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7617064
- Firm CRD
- 108958