Jonathan Crooks, financial advisor Owings Mills MD

Jonathan Crooks

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jonathan J. Crooks
Phone Number: 410-345-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    940,638
    MILLIONS
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $384,718,860
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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