Jacob Allen Petersen

Employer firm

T. Rowe Price Advisory Services, Inc. CRD 108958

$5.90B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2022 → Present
  T Rowe Price
  Colorado Springs, CO
• 09/2021 → 12/2021
  Incredible Bank
  Wausau, WI
• 10/2020 → 09/2021
  Peoples State Bank
  Wausau, WI
• 07/2018 → 10/2020
  Aqua Finance
  Wausau, WI
• 03/2017 → 11/2021
  Stoney Creek
  Rothschild, WI
• 02/2017 → 02/2017
  Wausau Supply Company
  Schofield, WI
• 06/2014 → 02/2017
  Backes Food Mart
  Birnamwood, WI
• 11/2021 → 12/2021
  Sai Om Hotel Llc
  Rothschild, WI
• 01/2022 → 08/2022
  Aston Carter
  Colorado Springs, CO

Other Businesses

SELF EMPLOYED, NOT INVESMTENT RELATED; COLORADO SPRINGS, CO; ONLINE ETSY STORE; 10/2023; 20 HOURS PER MONTH, 0 DURING TRADING; MAKE AND SELL CRAFTS

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2023-01-11

Other Names

• Jacob Petersen