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Jennifer Underwood

T. Rowe Price Associates, INC.
20 Years of Experience
Colorado Springs, CO
2 DisclosuresBroker
View SEC Summary
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Jennifer Underwood is a registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 20 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B in assets under management.

T. Rowe Price Associates, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
224 advisors
Number of Clients
6,887 clients
Average Client Portfolio
$318.9M average
Assets Under Management
$2196.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2023
Final
Judgment / Lien
December 2023
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jennifer owns and manages a duplex property through Underwood Ventures, dedicating minimal time. She is also a part owner of MyCoPeople, a creative design and mycology business, and a 50% owner of Allen Underwood 401k Trust, working as a contract project manager, dedicating a few hours per week to each.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 7 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
August 2017 - Present · 9 yrs 3 mos
T. Rowe Price Investment Services, INC.
August 2017 - Present · 9 yrs 3 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
August 2017 - March 2019 · 1 yr 7 mos
National Planning Corporation ("npc of America" in Fl & Ny)
June 2017 - July 2017 · 1 mo
Sii Investments, INC.Broker
February 2017 - July 2017 · 5 mos
Investment Centers of America, INC.Broker
February 2017 - July 2017 · 5 mos
Invest Financial CorporationBroker
February 2017 - July 2017 · 5 mos
National Planning CorporationBroker
December 2012 - July 2017 · 4 yrs 7 mos
Scottrade, INC.Broker
July 2006 - December 2012 · 6 yrs 5 mos
State Registrations1 state
CO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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