Jeffrey Pineda is a CFA-designated registered investment advisor, based in Dallas, TX, with 12 years of industry experience.
Location
Dallas, TX
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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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Current Registrations
T. Rowe Price Associates, INC.
January 2024 - Present · 2 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
January 2024 - Present · 2 yrs 4 mos
T. Rowe Price Investment Services, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wellington Funds Distributors INC.Broker
January 2020 - December 2023 · 3 yrs 11 mos
Manulife Asset Management (US) LLC
June 2013 - July 2018 · 5 yrs 1 mo
John Hancock Funds, LLCBroker
June 2013 - July 2018 · 5 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2012 - May 2013 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.