Jordan T Krantz

Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 09/2016
  Unemployed
  San Antonio, TX
• 09/2016 → 04/2020
  American Funds
  San Antonio, TX
• 04/2020 → 01/2021
  American Funds
  San Antonio, TX
• 01/2021 → 11/2023
  American Funds
  San Antonio, TX
• 12/2023 → Present
  T. Rowe Price
  San Antonio, TX

Previous Registrations

• 2018-08-28 → 2023-12-01
  Capital Client Group, Inc.
  San Antonio, TX
• 2013-10-09 → 2015-09-17
  Ubs Financial Services Inc.
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-28
• S63 Uniform Securities Agent State Law Examination
  2018-06-07
• S66 Uniform Combined State Law Examination
  2013-10-09

Other Names

• Jordan Taylor Krantz