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Jeffrey Albert Pineda

T. Rowe Price Associates, Inc.

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About Jeffrey Albert Pineda

Jeffrey Albert Pineda is a financial advisor with over 10 years of experience in the industry. Jeffrey has been with T. Rowe Price Associates, Inc. since December 2023. Prior to that, Jeffrey was with Wellington Management Company and John Hancock Funds LLC. Jeffrey is registered with the Securities and Exchange Commission and holds the Series 7, Series 66, and SIE licenses. Jeffrey's areas of expertise include Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Jeffrey is also a Chartered Financial Analyst.

Firm Information

Jeffrey Pineda is currently registered with T. Rowe Price Associates, Inc.. T. Rowe Price Associates, Inc. is a Baltimore, MD-based investment advisor with over $1.75 trillion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors and portfolio management for businesses. T. Rowe Price Associates, Inc. serves a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
T. Rowe Price Associates, Inc.

100 EAST PRATT STREET

BALTIMORE, MD 21202

$1.75T

Assets Under Management

51

Total Clients

208

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Pineda’s Registration & Firm History

TX

03/19/2024 - Present

T. Rowe Price Associates, Inc. (Dallas TX)

MA

01/02/2020 - 12/26/2023

WELLINGTON FUNDS DISTRIBUTORS INC. (BOSTON MA)

MA

06/10/2013 - 07/19/2018

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

07/26/2012 - 05/17/2013

AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY MA)

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Licenses & Designations

BOTH

Issued 09/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Albert Pineda.
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