Jessie BurnsCRD Number: 5598197
Current Firm: T. Rowe Price Advisory Services, Inc.
Jessie Burns (CRD# 5598197) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|T. Rowe Price Investment Services, Inc.||Colorado Springs, CO||Feb 2010 - Current||8|
|T. Rowe Price||Colorado Springs, CO||Sep 2008 - Feb 2010||1|
|Kohl's Department Store||Colorado Springs, CO||Sep 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management4MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$90,573
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses