Terrence Jerrel Jones

Employer firm

Baltimore-Washington Financial Advisors CRD 159388

$2.99B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 02/2017
  T. Rowe Price
  Owings Mills, MD
• 02/2017 → 02/2019
  T. Rowe Price
  Owings Mills, MD
• 02/2019 → 08/2020
  T. Rowe Price
  Owings Mill, MD
• 08/2020 → 04/2022
  T. Rowe Price
  Owings Mill, MD
• 04/2022 → 01/2024
  T. Rowe Price
  Baltimore, MD
• 08/2016 → 05/2018
  Frostburg State University
  Frostburg, MD
• 01/2024 → Present
  Baltimore-Washington Financial Advisors
  Columbia, MD

Previous Registrations

• 2017-03-06 → 2024-01-23
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
  Owings Mills, MD
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2017-03-03
• S63 Uniform Securities Agent State Law Examination
  2015-07-20