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Jennifer M Almeida

T. Rowe Price Advisory Services, Inc.

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About Jennifer M Almeida

Jennifer Almeida is a financial advisor with T. Rowe Price Advisory Services, Inc. Jennifer has been working in the financial industry since July 2011. Jennifer is registered to provide investment advice in 53 states. Jennifer is also a Certified Financial Planner. Jennifer is registered with FINRA and the state of Maryland. Jennifer is affiliated with T. Rowe Price and has been with the firm since July 2024. Jennifer provides portfolio management for individuals and financial planning services. Jennifer Almeida has a long history of working in the financial industry. Jennifer's experience and certifications make Jennifer a valuable asset to any client looking for financial advice.

Firm Information

Jennifer Almeida 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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Jennifer Almeida’s Registration & Firm History

FL

08/16/2024 - Present

T. Rowe Price Advisory Services, Inc. (Riverview FL)

TX

04/27/2023 - 07/29/2024

VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)

MD

12/07/2010 - 09/20/2022

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 10/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer M Almeida.
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