JW
JW

Justin Woolf

4 Years of Experience
Newport Beach, CA
Broker

Justin Woolf is a registered investment advisor at T. Rowe Price Associates, INC., based in Newport Beach, CA, with 4 years of industry experience. Justin 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

Newport Beach, CA

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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.
November 2024 - Present · 1 yr 6 mos
T. Rowe Price Investment Services, INC.
November 2024 - Present · 1 yr 6 mos
T. Rowe Price Investment Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Usi Securities, INC.
February 2024 - October 2024 · 8 mos
Usi Securities, INC.Broker
February 2024 - October 2024 · 8 mos
John Hancock Distributors LLCBroker
June 2022 - January 2024 · 1 yr 7 mos
John Hancock Personal Financial Services, LLC
September 2021 - January 2024 · 2 yrs 4 mos
John Hancock Investment Management Distributors LLCBroker
April 2021 - June 2022 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.