JZ
JZ

James Zurad

29 Years of Experience
Baltimore, MD
Broker

James Zurad is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1307 Point Street, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 7 yrs 4 mos
T. Rowe Price Investment Services, INC.
January 1997 - Present · 29 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
January 1997 - Present · 29 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
October 2017 - March 2019 · 1 yr 5 mos
T. Rowe Price Advisory Services, INC.
November 1998 - May 2010 · 11 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Zurad - Financial Advisor | TrueAdvisor