Terrence Jerrel Jones
Investment adviser representative at Baltimore-washington Financial Advisors
11 yearsExperience
1 stateRegistered in
$3BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Baltimore-washington Financial AdvisorsJan 2024 to now
- Frostburg State UniversityAug 2016 to May 2018
- T. Rowe PriceMay 2015 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Baltimore-washington Financial Advisors
Legal name: Baltimore-washington Financial Advisors, Inc.
$3BAssets managed
5,301Clients
13Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6500684
- Firm CRD
- 159388