Ameriprise Financial Services
45yrs
Top advisor by experience in Owings Mills
6yrs
Jonathan Holcomb
Financial advisor at T. Rowe Price Advisory Services
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office4525 Painters Mill Road, Owings Mills, MD 21117
How the firm is paid ?Percent of assets, Other
States licensed ?1 state
Services through T. Rowe Price Advisory Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowT. Rowe Price Advisory Services, Inc.Current firm
- Apr 2024 – Apr 2026Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call T. Rowe Price Advisory Services at 800-225-5132 and ask for Jonathan Holcomb. Jonathan works from the Owings Mills, MD office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
T. Rowe Price Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
40yrs
Top 1% by experience in Owings Mills
Silverstone Financial
39yrs
Top 1% by experience in Owings Mills
Morgan Stanley
39yrs
Top 1% by experience in Owings Mills
T. Rowe Price Advisory Services
37yrs
Top advisor by experience at T. Rowe Price Advisory Services
Prosperity - an Eisneramper
37yrs
Top advisor by experience at Prosperity - an Eisneramper