James Berguson

Executive Relationship Manager

About

Jim Berguson is an executive relationship manager in Retirement Plan Services Client Services. He is a vice president of T. Rowe Price Retirement Plan Services, Inc.  

Jim has been with T. Rowe Price since 2017, beginning in Retirement Plan Services Relationship Management. Prior to this, Jim was employed by Empower Retirement in the area of retirement planning. Jim also was employed by Merrill Lynch, concentrating on retirement planning.

Jim earned a B.S. in finance from the University of Colorado. He is a Series 6, 7, 26, and 63 registered representative.

Education

  • B.S., University of Colorado
At a glance
Years at T.Rowe Price
8
Years of investment experience
8

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