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Jeffrey Albert Pineda

T. Rowe Price Associates, Inc.

Dallas, TX

CRD 5934782

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Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-19
MD RA APPROVED 2024-01-19
  • TX RA
    APPROVED
    Since 2024-03-19
  • MD RA
    APPROVED
    Since 2024-01-19

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Funds Llc Boston MA 06/2013 07/2018
John Hancock Boston MA 06/2013 07/2018
Manulife Asset Management Llc Boston MA 06/2013 07/2018
Wellington Management Company Boston MA 07/2018 12/2023
T. Rowe Price Baltimore MD 12/2023 Present
  • 06/2013 → 07/2018
    John Hancock Funds Llc
    Boston, MA
  • 06/2013 → 07/2018
    John Hancock
    Boston, MA
  • 06/2013 → 07/2018
    Manulife Asset Management Llc
    Boston, MA
  • 07/2018 → 12/2023
    Wellington Management Company
    Boston, MA
  • 12/2023 → Present
    T. Rowe Price
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-07
  • S66 Uniform Combined State Law Examination
    2012-09-07
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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