Jae ShinCRD Number: 4168961
Current Firm: T. Rowe Price Associates, Inc.
Jae Shin (CRD# 4168961) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Monument, CO and has over 21 years of experience in the finance industry.
Accelerated Wealth Advisors LLC
Lpl Financial LLC
Adelmann Financial, Inc.
|T. Rowe Price Investment Services, Inc.||Baltimore, MD||Jan 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S66||NASAA Uniform Combined State Law Examination||Jul 2001|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management1,817,230MILLIONS
Total Number of Accounts3,582ACCOUNTS
Average Account Value$507,322,778
- A percentage of assets under your management
- Performance-based fees
- 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
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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