Katrina Jacobs (CRD# 5261963) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in San Diego, CA and has over 17 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| T. Rowe Price | San Diego, CA | Oct 2016 - Current | 7 |
| Claymore Securities, Inc./guggenheim Investments | San Diego, CA | Dec 2006 - Oct 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- CA
- MD
-
Total Assets Under Management1,752,267MILLIONS
-
Total Number of Accounts4,696ACCOUNTS
-
Average Account Value$373,140,338
- 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
- Selection of other advisers (including private fund managers)
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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