John Patrick Collins Jr.
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Business Services
Specializations
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...
Other Aliases
John P Collins Jr.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
Contact Information
Main Address
One West Pennsylvania Avenue Suite 500, Towson, MD 21204Phone Number
(443) 564-4600# of Employees
66SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,119AUM (Assets Under Management)
$6,464,377,689Similar Advisors
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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.
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Primary Firm SEC Registration
GREENSPRING ADVISORS | JP COLLINS AND ASSOCIATES, INC. | J.P. COLLINS AND ASSOCIATES, INC. | ISI FINANCIAL GROUP INC. | GREENSPRING WEALTH MANAGEMENT, INC. | GREENSPRING ADVISORS, LLC
State Registrations and Notice Filings
(10/12/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Collins JR.'s CRS (Customer Relationship Summary).
Services Offered by John
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Business Services
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