Jordan T. Krantz
Professional summary
Jordan T Krantz, CIMA®, who also goes by Jordan Taylor Krantz, is a registered financial advisor currently at T. ROWE PRICE ASSOCIATES, INC. located in San Antonio, Texas and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jordan has worked at 4 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jordan T Krantz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2024 - Present
T. ROWE PRICE ASSOCIATES, INC.
January 10, 2024 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: 1307 Point Street, Baltimore, MD 21231August 28, 2018 - December 1, 2023
CAPITAL CLIENT GROUP, INC.
May 23, 2018 - December 1, 2023
CAPITAL CLIENT GROUP, INC.
October 9, 2013 - September 17, 2015
UBS FINANCIAL SERVICES INC.
May 1, 2013 - September 17, 2015
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 4/21/2021
General Securities Representative ExaminationFINRA
Current Firm
T. ROWE PRICE ASSOCIATES, INC.
CRD#: 105496 / SEC#: 801-856
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,924 |
| AUM (Assets Under Management) | $ 1,934,233,243,730 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
