JC
JC

Jessica Calder

16 Years of Experience
Clearwater, FL
Broker

Jessica Calder is a registered investment advisor at T. Rowe Price Associates, INC., based in Clearwater, FL, with 16 years of industry experience. Jessica 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

Clearwater, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
February 2019 - Present · 7 yrs 5 mos
T. Rowe Price Investment Services, INC.
November 2016 - Present · 9 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
August 2017 - March 2019 · 1 yr 7 mos
Van Eck Securities CorporationBroker
January 2014 - October 2016 · 2 yrs 9 mos
Franklin/templeton Distributors, INC.Broker
November 2009 - December 2013 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jessica Calder - Financial Advisor | TrueAdvisor