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Jeffrey A Burns

T. Rowe Price Advisory Services, Inc.

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About Jeffrey A Burns

Jeffrey Burns is a financial advisor in Owings Mills, Maryland with over 17 years of experience in the financial services industry. Jeffrey is a registered representative of T. Rowe Price Advisory Services, Inc., and a Certified Financial Planner. Jeffrey's professional career started in 2004 at T. Rowe Price Investment Services, Inc. and has been actively registered as a financial advisor since that time. The advisor has a total of 55 approved registrations in various states. Jeffrey is affiliated with the firm in the Owings Mills, Maryland branch office.

Firm Information

Jeffrey Burns is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Jeffrey Burns’s Registration & Firm History

MD

09/09/2020 - Present

T. Rowe Price Advisory Services, Inc. (Owings Mills MD)

MD

05/31/2016 - 01/06/2017

SECURIAN FINANCIAL SERVICES, INC. (Towson MD)

MD

12/15/2004 - 05/26/2016

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 05/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey A Burns.
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