Joshua Beaudette, financial advisor Colorado Springs CO

Joshua Beaudette

CRD Number: 5062818
Current Firm: T. Rowe Price Associates, Inc.

Joshua Beaudette (CRD# 5062818) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.

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T. Rowe Price Advisory Services, Inc.
Company Name Location Dates Years
T Rowe Price Colorado Springs, CO Jul 2018 - Current 2
Jackson National Life Distributors LLC Denver, CO Dec 2011 - Jun 2018 6
Unemployed Parker, CO May 2011 - Dec 2011 < 1
Chase Invsestment Services Corp Denver, CO Nov 2005 - May 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Joshua M. Beaudette
Phone Number: 410-345-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,188,464
    MILLIONS
  • Total Number of Accounts
    2,778
    ACCOUNTS
  • Average Account Value
    $427,812,923
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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