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JA

Jennifer M. Almeida

Some features on this profile are disabled
CRD#: 5764126
JA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer M Almeida, CFP®, who also goes by Jennifer Marie Almeida, Jennifer Almeida, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2010. Jennifer had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Marie Almeida | Jennifer Almeida

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.
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA ROVER POSITION: Dog sitter NATURE: Rover.com is an American company which operates an online marketplace for people to buy and sell pet care services including pet sitting, dog boarding, and dog walking. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2021 ADDRESS: 206 N Canyonwood Dr, Dripping Springs TX 78620, United States DESCRIPTION: Have a profile on the app. Dog owners can select us to watch their dogs when they need to board them. I control availability and decide whether or not to accept each request. When dogs are in our care we are responsible for feeding, bathroom breaks, occasional playtime, and sending occasional updates to the owners including pictures/videos of their dog(s). Hours greatly vary.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Experience

Past

August 16, 2024 - February 11, 2025

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
Riverview, FL
Past

August 16, 2024 - February 11, 2025

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

April 27, 2023 - July 29, 2024

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
AUSTIN, TX
Past

April 27, 2023 - July 29, 2024

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
AUSTIN, TX
Past

November 1, 2013 - September 20, 2022

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
Dripping Springs, TX
Past

December 7, 2010 - September 20, 2022

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

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".
TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2010
General Securities Representative Examination

Current Firm

TR
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA
Registered Investment Advisory firm - (11/17/2000 Approved)
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Contact information

Main Address
4515 Painters Mills Road, Owings Mills, MD 21117
Mailing Address
Phone number
(800) 225-5132
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

T. ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE (10/3/2025)
T. ROWE PRICE ADVISORY SERVICES, INC. (5/9/2025)

Regulatory assets under management

Total Number of Accounts10,014
AUM (Assets Under Management)$ 3,861,357,894

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/27/2023
Cover Page
Report
01/27/2023
Cover Page
Report

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.

Company Information

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958

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