Unclaimed
Jason Bradley Bruns is an investment advisor representative at T. Rowe Price Associates, Inc. Jason has been in the securities industry since 2013 and is registered with FINRA as a general securities representative. Jason holds Series 6, 7, 9, 10, 63, and 66 licenses. Jason's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Jason is registered with the state of Maryland.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
01/03/2019 - Present
T. Rowe Price Associates, Inc. (OWINGS MILLS MD)
MD
05/25/2016 - 12/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
11/04/2015 - 05/16/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
08/04/2006 - 12/01/2006
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
09/10/2004 - 07/19/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 12/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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