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Terrence Jerrel Jones

Baltimore-Washington Financial Advisors

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About Terrence Jerrel Jones

Terrence Jerrel Jones is a registered Investment Advisor Representative with Baltimore-Washington Financial Advisors. Terrence has been in the industry since July 2015 and has experience with T. Rowe Price. Terrence holds Series 63 and Series 66 licenses and is currently registered in Maryland. Terrence specializes in retirement and estate planning.

Firm Information

Terrence Jones is currently registered with Baltimore-Washington Financial Advisors. Baltimore-Washington Financial Advisors is an investment advisor based in Columbia, MD, with over $1.9 billion in assets under management. The firm provides financial planning, portfolio management for individuals, and other services, including tax preparation and planning, business succession planning, and employer-sponsored retirement plan services. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Baltimore-Washington Financial Advisors

5950 SYMPHONY WOODS RD.

COLUMBIA, MD 21044

$1.94B

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

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

Flat project fees for retirement & estate planning

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Terrence Jones’s Registration & Firm History

MD

01/23/2024 - Present

Baltimore-Washington Financial Advisors (COLUMBIA MD)

MD

07/08/2015 - 01/23/2024

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

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Licenses & Designations

BOTH

Issued 03/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terrence Jerrel Jones.
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