Melanie
Jacobs

T. Rowe Price Associates, Inc

CRD#6490893
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Melanie Jacobs is a financial advisor working out of Scottsdale, Arizona with 4 years of relevant experience. Jacobs currently works for T. Rowe Price Associates, Inc. During their career, Jacobs has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, University Of Phoenix, Poet Nutrition, Karen And Troy Leonard, Sioux Falls Christian School, Augustana College, Morgan Stanley & Co LLC and T Rowe Price. Jacobs holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and Maryland. T. Rowe Price Associates, Inc is a registered investment company operating out of Baltimore, MD. The firm has offices in six locations and a total of 3,722 employees. It oversees $2 trillion in total assets across its 3,783 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 79 charities and foundations. Of its 3,783 customer accounts, just 14% belong to high-net-worth investors who have greater than $1 million in assets available to invest. T. Rowe Price Associates, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on which service is offered. Fees charged by T. Rowe Price Associates, Inc may include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Scottsdale, AZ

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,506,538,334,571

AZ Average: $6,889,882,315
Total Number of Employees

3,722

AZ Average: 45
Total Number of Accounts

3,783

AZ Average: 765
Average Account Size

$398,239,052

AZ Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Melanie Jacobs Work History

Melanie has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

T Rowe Price

2017 - 2019 (2 years)

Morgan Stanley & Co LLC

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Bank Of America, N.A

2014 - 2015 (1 year)

University Of Phoenix

2013 - 2014 (1 year)

Poet Nutrition

2011 - 2013 (2 years)

Karen And Troy Leonard

2009 - 2013 (4 years)

Sioux Falls Christian School

2009 - 2013 (4 years)

Augustana College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melanie Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at T. Rowe Price Associates, Inc

Monai Pearson
Owings Mills, MD
Kathryn Corcoran
Baltimore, MD
Tejasvini Rao
Owings Mills, MD
Curtis Donald
Baltimore, MD
Laura Curran
San Francisco, CA
Wayne Ewan
Marietta, GA
Avis Austin
Baltimore, MD
Victor Pita
Potomac, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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