Joshua
Green

T. Rowe Price Associates, Inc

CRD#5717045
Investment Advisor
in Wheaton, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Green is a financial advisor based in Wheaton, Illinois, working with T. Rowe Price Associates, Inc. Joshua has previously held positions at Invesco, American Funds, Jpmorgan Chase, and T. Rowe Price. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana and Maryland. Currently, Joshua is part of T. Rowe Price Associates, Inc, which operates out of Wheaton, Illinois. The firm has 6 offices and 3,814 employees. The firm manages assets totaling $1.8 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

Wheaton, IL

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,752,267,028,988

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

3,814

IL Average: 45
Total Number of Accounts

4,696

IL Average: 765
Average Account Size

$373,140,338

IL 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

Joshua Green Work History

2023 - Present (2 years)

T.Rowe Price

2021 - 2023 (2 years)

American Funds

2020 - 2021 (1 year)

American Funds

2017 - 2020 (3 years)

American Funds

2015 - 2017 (2 years)

Invesco

2015 - 2015 (< 1 year)

Jpmorgan Chase

2014 - 2015 (1 year)

Jpmorgan Chase

2010 - 2014 (4 years)

Jpmorgan Chase

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Green 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

John Shamet
Owings Mills, MD
Noel Hainsselin
Westwood, MA
Noel Doiron
Scottsdale, AZ
Jason Oconnor
Colorado Springs, CO
Martin Tischler
New York, NY
Sean Lynch
The Woodlands, TX
Matthew Scarlata
Owings Mills, MD
Andrew Winn
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started