John P. Collins
GREENSPRING ADVISORS
Towson, MD 21204
Some features on this profile are disabled
CRD#: 4295537
Professional summary
John Patrick Collins JR., CFP®, who also goes by John P Collins Jr., is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in Towson, Maryland.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
Pat is a founder of Greenspring Advisors and leads the firm’s Private Client Group. He also chairs the firm’s Investment Committee which sets the overall investment strategy for both Greenspring’s Private and Institutional Clients. Pat has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Financial Times, Money Magazine and The Baltimore Sun. Prior to founding Greenspring, Pat was a Financial Advisor at Merrill Lynch.. He lives in Baltimore County, Maryland with his wife Beth, their sons Trey & Quinn.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Retirement Income Management
Business Succession Planning
Small Business Planning
Divorce Planning
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
John P Collins Jr.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Collins JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
October 12, 2004 - Present
GREENSPRING ADVISORS, LLC
Office #1: One West Pennsylvania Avenue Suite 500, Towson, MD 21204RIA
CRD#: 132669
Towson, MD
Past
February 6, 2001 - October 12, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
TOWSON, MD
Past
December 7, 2000 - October 12, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(10/12/2004)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GREENSPRING ADVISORS, LLC
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
CRD#: 132669 / SEC#: 801-67570
RIA
Registered Investment Advisory firm - (2/22/2007 Approved)Maryland
Registered Investment Advisory firm - (3/22/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/23/2007 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
One West Pennsylvania Avenue Suite 500, Towson, MD 21204
Mailing Address
Phone number
(443) 564-4600
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,764 |
| AUM (Assets Under Management) | $ 3,775,318,486 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
