JB
JB

Jason Bruns

12 Years of Experience
Baltimore, MD
Broker

Jason Bruns is a registered investment advisor at T. Rowe Price Associates, INC., based in Baltimore, MD, with 12 years of industry experience. Jason 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.
January 2019 - Present · 7 yrs 4 mos
T. Rowe Price Investment Services, INC.
January 2019 - Present · 7 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - December 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - December 2018 · 2 yrs 7 mos
T. Rowe Price Advisory Services, INC.
December 2015 - May 2016 · 5 mos
T. Rowe Price Investment Services, INC.Broker
November 2015 - May 2016 · 6 mos
Citigroup Global Markets INC.
September 2006 - December 2006 · 3 mos
Citigroup Global Markets INC.Broker
August 2006 - December 2006 · 4 mos
T. Rowe Price Advisory Services, INC.
January 2006 - July 2006 · 6 mos
T. Rowe Price Investment Services, INC.Broker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Bruns - Financial Advisor | TrueAdvisor