Jeffrey Burns, financial advisor Owings Mills MD

Jeffrey Burns

CRD Number: 4856835
Current Firm: T. Rowe Price Advisory Services, Inc.

Jeffrey Burns (CRD# 4856835) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 19 years of experience in the finance industry. Jeffrey Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
T. Rowe Price Owings Mills, MD Dec 2016 - Current 7
Securian Capital Of The Chesepeake Towson, MD May 2016 - Dec 2016 < 1
Securian Financial Services Inc. St Paul, MN May 2016 - Dec 2016 < 1
Minnesota Life Insurance Co St Paul, MN May 2016 - Dec 2016 < 1
T. Rowe Price Investment Services, Inc. Owing Mills, MD Jan 2007 - May 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Jeffrey A. Burns
Phone Number: 800-225-5132
Registered State(s):
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
    1,373
    MILLIONS
  • Total Number of Accounts
    5,011
    ACCOUNTS
  • Average Account Value
    $273,973
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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