Jacob A Bennett

Financial advisor at T. Rowe Price Advisory Services, Inc. · Colorado Springs, CO

Last updated 2026-10-10

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Jacob A Bennett is a financial advisor at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, CRD 6277773. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2019-02-12.

Registration

CRD number
6277773
Registration status
Active
IAPD registration
2019-02-12
Industry Experience
7 years
Work Experience
10 years
States registered
CO

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2018-11 to 2022-03 · T. Rowe Price · Colorado Springs, CO
  • 2015-12 to 2018-03 · Target Corp. · Pueblo, CO
  • 2018-03 to 2018-11 · Colorado Springs Police Department · Colorado Springs, CO
  • 2022-03 to 2022-08 · Gwfs Equities, Inc. · Greenwood Village, CO
  • 2022-09 to Present · T. Rowe Price · Colorado Springs, CO

Current employment

SEC IAPD record for Jacob A Bennett

T. Rowe Price Advisory Services, Inc.

Regulatory AUM
$5,899,382,003
Registered advisors
506
Offices
69
Clients per advisor
26.7 (Low)
Average AUM per client
$436.4K (Low)
High-net-worth client ratio
0.0% (Low)

T. Rowe Price Advisory Services, Inc.: advisors, services and reported ETF investments

About

Jacob A Bennett is a financial advisor at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. Reported securities licenses include Series 63 and Series 66. The latest record indicates 7 years of industry experience and 10 years of reported work history. Reported roles include T. Rowe Price, Gwfs Equities, Inc., Colorado Springs Police Department, Target Corp..

T. Rowe Price Advisory Services, Inc.'s firm-level Form ADV reports 506 advisors across 69 offices; approximately 26.7 clients per advisor, average assets per client of $436,442, and regulatory AUM of $5.9B; client categories including Individuals (non-HNW), Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by T. Rowe Price Advisory Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Sponsor or GP of Pooled Investment Vehicl

Location

Financial Center Two, Colorado Springs, CO 80920

59 advisors at this office.

T. Rowe Price Advisory office in Colorado Springs, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Jacob A Bennett?

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