JU
JU

Jennifer Underwood

19 Years of Experience
Colorado Springs, CO
2 DisclosuresBroker

Jennifer Underwood is a registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 19 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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

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History

Regulatory History (2)
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Financial
December 2023
Final
Judgment / Lien
December 2023
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 2 mos
T. Rowe Price Investment Services, INC.Broker
August 2017 - Present · 8 yrs 9 mos
T. Rowe Price Investment Services, INC.
August 2017 - Present · 8 yrs 9 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.
Jennifer Underwood - Financial Advisor | TrueAdvisor