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Justin Woolf

T. Rowe Price Associates, Inc.

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About Justin Woolf

Justin Woolf is a financial advisor with T. Rowe Price Associates, Inc. in Newport Beach, CA. Justin has over 2 years of experience in the financial services industry and holds both Series 63 and 65 licenses. Justin has also passed the Series 6TO and SIE exams, and is registered with the state of California as both a broker-dealer and an investment advisor. Justin has a diverse background in the financial industry, including experience with John Hancock Investment Management, Northwestern Mutual, and USI Consulting Group. Justin specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Justin Woolf 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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Justin Woolf’s Registration & Firm History

CA

11/14/2024 - Present

T. Rowe Price Associates, Inc. (Newport Beach CA)

MA

06/10/2022 - 01/10/2024

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

04/19/2021 - 06/10/2022

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Woolf.
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