Jonathan CrooksCRD Number: 3186836
Current Firm: T. Rowe Price Associates, Inc.
Jonathan Crooks (CRD# 3186836) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Owings Mills, MD and has over 20 years of experience in the finance industry.
Blue Ocean Global Wealth
Commonwealth Financial Network
Planning Solutions Group, LLC
|T. Rowe Price Investment Services, Inc.||Baltimore, MD||Mar 2014 - Current||5|
|Direct Mortgage Loans LLC||Hunt Valley, MD||Apr 2012 - Mar 2014||1|
|Financial Advantage Inc.||Columbia, MD||Sep 2009 - Apr 2012||2|
|The L. Warner Companies, Inc.||Timonium, MD||May 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1999|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management940,638MILLIONS
Total Number of Accounts2,445ACCOUNTS
Average Account Value$384,718,860
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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