Jeffrey
Jergensen

T. Rowe Price Advisory Services, Inc

CRD#6651766
Investment Advisor
in Colorado Springs, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Jergensen is a financial advisor based in Colorado Springs, Colorado with 4 years of industry experience. Jergensen is an advisor for T. Rowe Price Advisory Services, Inc. Throughout their career, they have worked at T. Rowe Price, J.A. Kasten Accounting, Delta Disaster Services Of Southern Colorado, Impact Global Resources LLC and Mark Olsen Farmers Insurance. Jergensen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. T. Rowe Price Advisory Services, Inc is a business operating out of Owings Mills, MD. The firm has a total of 47 employees. It controls $706 million in total assets among its 4,162 accounts, making it one of the larger firms in the United States by assets under management. T. Rowe Price Advisory Services, Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which services the firm provides the client. Fee types charged by T. Rowe Price Advisory Services, Inc may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Financial Center Two 2220 Briargate Parkway
Colorado Springs, CO 80920

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

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

47

CO Average: 45
Total Number of Accounts

4,162

CO Average: 765
Average Account Size

$169,687

CO Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeffrey Jergensen Work History

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

2016 - Present (8 years)

T. Rowe Price

2016 - 2017 (1 year)

J.A. Kasten Accounting

2015 - 2016 (1 year)

Delta Disaster Services Of Southern Colorado

2014 - 2015 (1 year)

Impact Global Resources LLC

2013 - 2014 (1 year)

Mark Olsen Farmers Insurance

*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 Jeffrey Jergensen 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 Advisory Services, Inc

Hermann Shasha
Owings Mills, MD
Jessie Taylor
Minneapolis, MN
Roben Hoffman
Owings Mills, MD
Robert Lydzinski
Colorado Springs, CO
Jeffrey Jergensen
Colorado Springs, CO
Steven Eyler
Owings Mills, MD
Christine Lewis
Owings Mills, MD
Gustav Jakowitsch Iii
Owings Mills, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started