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Jonathan Michael Apgar

T. Rowe Price Advisory Services, Inc.

Colorado Springs, CO

CRD 6715655

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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:

Current Employers
T. Rowe Price Advisory Services, Inc.

4525 Painters Mills Road, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-06-12
  • CO RA
    APPROVED
    Since 2019-06-12

Branch Locations

Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Colorado Springs CO 05/2017 Present
T. Rowe Price Colorado Springs CO 10/2016 05/2017
Fellowship Bible Church Colorado Springs CO 08/2015 09/2017
University Of Colorado Colorado Springs Colorado Springs CO 08/2014 05/2017
  • 05/2017 → Present
    T. Rowe Price
    Colorado Springs, CO
  • 10/2016 → 05/2017
    T. Rowe Price
    Colorado Springs, CO
  • 08/2015 → 09/2017
    Fellowship Bible Church
    Colorado Springs, CO
  • 08/2014 → 05/2017
    University Of Colorado Colorado Springs
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-11
S63 Uniform Securities Agent State Law Examination 2017-09-07
  • S66 Uniform Combined State Law Examination
    2019-06-11
  • S63 Uniform Securities Agent State Law Examination
    2017-09-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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TROY CARLSON
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Nearby Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO

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