Jason
Bruns

T. Rowe Price Associates, Inc

CRD#4762998
Investment Advisor
in Owings Mills, MD

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About this Advisor

Jason Bruns is a financial advisor based out of Owings Mills, Maryland with a total of 4 years of industry experience. Bruns currently works for T. Rowe Price Associates, Inc. Over the course of their career, they have held roles at T. Rowe Price, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and T Rowe Price. Bruns has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Maryland. T. Rowe Price Associates, Inc is a business based out of Baltimore, MD. The company has offices in six locations and a total of 3,722 people on staff. It manages $2 trillion in assets among its 3,783 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 79 charities and foundations. Of its 3,783 accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in investable assets. T. Rowe Price Associates, Inc provides a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advice vary depending on which services the firm provides the client. However, fees charged by T. Rowe Price Associates, Inc can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Four Financial Center 4525 Painters Mill Road
Owings Mills, MD 21117

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,506,538,334,571

MD Average: $6,889,882,315
Total Number of Employees

3,722

MD Average: 45
Total Number of Accounts

3,783

MD Average: 765
Average Account Size

$398,239,052

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jason Bruns Work History

Jason has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

T Rowe Price

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2013 - 2016 (3 years)

T. Rowe Price

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Bruns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at T. Rowe Price Associates, Inc

Victor Pita
Potomac, MD
Curtis Donald
Baltimore, MD
Kathryn Corcoran
Baltimore, MD
Christopher Arkfeld
Colorado Springs, CO
Tejasvini Rao
Owings Mills, MD
Wayne Ewan
Marietta, GA
Jason Bruns
Owings Mills, MD
Monai Pearson
Owings Mills, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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