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Jesse L Perry

Jesse L. Perry

T. ROWE PRICE ADVISORY SERVICES
Colorado Springs, CO 80920
Some features on this profile are disabled
CRD#: 6395154
Jesse L Perry

Professional summary

Jesse L Perry, CFP®, who also goes by Jesse Lee Perry, Jesse Perry, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Colorado Springs, Colorado and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Colorado Springs, Colorado.

Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jesse has worked at 13 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jesse Lee Perry | Jesse Perry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
3D/L Capital Management LLC - Yes investment - related- 100 Constitution Plaza, Suite 700, Hartford, CT 06103 - Tamp, RIA- portfolio strategist - Model portfolio construction review - 07/2022 - 40 hours per a week - Salary ---------------

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse L Perry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

March 11, 2024 - Present

T. ROWE PRICE ADVISORY SERVICES, INC.

Office #1: 2220 Briargate Parkway Financial Center Two, Colorado Springs, CO 80920
RIA
CRD#: 108958
Colorado Springs, CO
Current

March 11, 2024 - Present

T. ROWE PRICE INVESTMENT SERVICES, INC.

Office #1: Financial Center Two 2220 Briargate Parkway, Colorado Springs, CO 80920
BD
CRD#: 8348
Colorado Springs, CO
Past

December 11, 2023 - January 31, 2024

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
Colorado Springs, CO
Past

October 18, 2023 - January 18, 2024

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

October 17, 2023 - January 18, 2024

IP FINANCIAL ADVISORY SERVICES LLC

RIA
CRD#: 305772
Colorado Springs, CO
Past

July 15, 2022 - December 18, 2023

3D/L CAPITAL MANAGEMENT, LLC

RIA
CRD#: 283304
Colorado Springs, CO
Past

April 13, 2022 - June 9, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
COLORADO SPRINGS, CO
Past

November 29, 2021 - July 5, 2022

JP WEALTH MANAGEMENT LLC

RIA
CRD#: 317196
COLORADO SPRINGS, CO
Past

February 4, 2021 - October 29, 2021

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
SCOTTSDALE, AZ
Past

February 3, 2021 - October 29, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

April 21, 2020 - July 20, 2020

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

January 3, 2019 - March 13, 2020

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past

January 3, 2019 - March 13, 2020

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
COLORADO SPRINGS, CO
Past

October 2, 2018 - October 11, 2018

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
Colorado Springs, CO
Past

October 1, 2018 - October 11, 2018

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
COLORADO SPRINGS, CO
Past

November 17, 2014 - March 27, 2018

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past

October 15, 2014 - March 27, 2018

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
COLORADO SPRINGS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/11/2024)
RR
Alaska
(3/11/2024)
RR
Arizona
(3/11/2024)
RR
Arkansas
(3/11/2024)
RR
California
(3/11/2024)
RR
Colorado
(3/11/2024)
IAR
Colorado
(3/11/2024)
RR
Connecticut
(3/11/2024)
RR
Delaware
(3/11/2024)
RR
District of Columbia
(3/11/2024)
RR
Florida
(3/11/2024)
RR
Georgia
(3/11/2024)
RR
Hawaii
(3/11/2024)
RR
Idaho
(3/11/2024)
RR
Illinois
(3/11/2024)
RR
Indiana
(3/11/2024)
RR
Iowa
(3/11/2024)
RR
Kansas
(3/11/2024)
RR
Kentucky
(3/11/2024)
RR
Louisiana
(3/11/2024)
RR
Maine
(3/11/2024)
RR
Maryland
(3/11/2024)
RR
Massachusetts
(3/11/2024)
RR
Michigan
(3/11/2024)
RR
Minnesota
(3/11/2024)
RR
Mississippi
(3/11/2024)
RR
Missouri
(3/11/2024)
RR
Montana
(3/11/2024)
RR
Nebraska
(3/11/2024)
RR
Nevada
(3/11/2024)
RR
New Hampshire
(3/11/2024)
RR
New Jersey
(3/11/2024)
RR
New Mexico
(3/11/2024)
RR
New York
(3/11/2024)
RR
North Carolina
(3/11/2024)
RR
North Dakota
(3/11/2024)
RR
Ohio
(3/11/2024)
RR
Oklahoma
(3/11/2024)
RR
Oregon
(3/11/2024)
RR
Pennsylvania
(3/11/2024)
RR
Puerto Rico
(3/11/2024)
RR
Rhode Island
(3/11/2024)
RR
South Carolina
(3/11/2024)
RR
South Dakota
(3/11/2024)
RR
Tennessee
(3/11/2024)
RR
Texas
(3/11/2024)
RR
Utah
(3/11/2024)
RR
Vermont
(3/11/2024)
RR
Virgin Islands
(3/11/2024)
RR
Virginia
(3/11/2024)
RR
Washington
(3/11/2024)
RR
West Virginia
(3/11/2024)
RR
Wisconsin
(3/11/2024)
RR
Wyoming
(3/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)
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Contact information

Main Address
4515 Painters Mills Road, Owings Mills, MD 21117
Mailing Address
Phone number
(800) 225-5132
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

T. ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE (10/3/2025)
T. ROWE PRICE ADVISORY SERVICES, INC. (5/9/2025)

Regulatory assets under management

Total Number of Accounts10,014
AUM (Assets Under Management)$ 3,861,357,894

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/27/2023
Cover Page
Report
01/27/2023
Cover Page
Report

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.

Company Information

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958Colorado Springs, CO 80920

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