Jerome Schuler
Financial advisor at T. Rowe Price Advisory Services, Inc. · Colorado Springs, CO
Last updated 2026-10-10
Claim your profileJerome Schuler is a financial advisor at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, CRD 7069131. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2021-10-07.
Registration
- CRD number
- 7069131
- Registration status
- Active
- IAPD registration
- 2021-10-07
- Industry Experience
- 5 years
- Work Experience
- 10 years
- States registered
- CO
Licenses and exams
- Series 63
- Series 66
Work history
- 2019-01 to Present · T. Rowe Price · Colorado Springs, CO
- 2016-07 to 2018-10 · Rusty Taco · Littleton, CO
- 2018-10 to 2019-01 · Unemployed · Colorado Springs, CO
Current employment
- T. Rowe Price Advisory Services, Inc. · Owings Mills, MD
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
Jerome Schuler 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 5 years of industry experience and 10 years of reported work history. Reported roles include T. Rowe Price, Unemployed, Rusty Taco.
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.
Contact
The firm's filed contact details.
Official record
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