Joel Richard Helzer

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

• 08/2013 → 06/2026
  T. Rowe Price
  Colorado Springs, CO
• 06/2026 → Present
  T Rowe Price
  Colorado Springs, CO

Previous Registrations

• 2015-03-04 → 2019-03-06
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

(1) MEGHAN HELZER PHOTOGRAPHY LLC; NOT INVESTMENT RELATED; COLORADO SPRINGS, CO; PHOTOGRAPHY; MEMBER; 9/19/2016; 5 HOURS PER MONTH, 0 DURING TRADING; MARKETING AND INVOICES (2) BioLife; Non-Investment Related; 11/16/24; Plasma Donor; Plasma Donation; 6 hours per month; 0 during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-03-03

Designations

• Certified Financial Planner