Jason Matthew Oconnor

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:

Current Employers

T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-04-10
CO	RA	APPROVED	2020-09-03

IL RA
APPROVED

Since 2026-04-10
CO RA
APPROVED

Since 2020-09-03

Branch Locations

Naperville, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Allianz Global Investors Distributors Llc	New York	NY	04/2014	04/2017
T.ROweprice	Colorado Springs	CO	05/2017	Present

04/2014 → 04/2017

Allianz Global Investors Distributors Llc

New York, NY
05/2017 → Present

T.ROweprice

Colorado Springs, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-02
S63	Uniform Securities Agent State Law Examination	2012-10-20

S66 Uniform Combined State Law Examination

2020-09-02
S63 Uniform Securities Agent State Law Examination

2012-10-20

Other Names

Jason M Oconnor

View on SEC IAPD