Justin
Woolf

T. Rowe Price Associates, Inc

CRD#7264154
Investment Advisor
in Newport Beach, CA

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About this Advisor

Justin Woolf is a financial advisor based in Newport Beach, California, working with T. Rowe Price Associates, Inc. Justin has previously worked at Townepark, Blue Moon Pizza, John Hancock Investment Management, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, John Hancock, John Hancock Investment Management Distributors LLC, John Hancock Distributors LLC, Usi Consulting Group, Usi Securities, and T Rowe Price. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Justin is part of T. Rowe Price Associates, Inc, which operates out of Newport Beach, California. The firm has 7 offices and 3,947 employees. The firm manages assets totaling $1.9 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Newport Beach, CA

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T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,934,233,243,730

CA Average: $6,889,882,315
Total Number of Employees

3,947

CA Average: 45
Total Number of Accounts

5,924

CA Average: 765
Average Account Size

$326,507,975

CA Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Justin Woolf Work History

2024 - Present (1 year)

T Rowe Price

2024 - 2024 (< 1 year)

Usi Consulting Group

2024 - 2024 (< 1 year)

Usi Securities

2022 - 2024 (2 years)

John Hancock Distributors LLC

2022 - 2024 (2 years)

John Hancock

2020 - 2020 (< 1 year)

Northwestern Mutual Life Insurance Company

2020 - 2020 (< 1 year)

Northwestern Mutual Investment Services LLC

2020 - 2022 (2 years)

John Hancock

2020 - 2022 (2 years)

John Hancock Investment Management Distributors LLC

2019 - 2019 (< 1 year)

John Hancock Investment Management

2016 - 2020 (4 years)

Townepark

2014 - 2018 (4 years)

Blue Moon Pizza

2010 - 2016 (6 years)

Student

Disclosures

Please visit the SEC profile of Justin Woolf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at T. Rowe Price Associates, Inc

Supriya Upreti
San Francisco, CA
Alana Gaither
Akron, OH
Ryan Taylor
Colorado Springs, CO
Seth Mitchell
Owings Mills, MD
Blake Eaton
Colorado Springs, CO
Allison Bloom
Baltimore, MD
Cheng Qian
Baltimore, MD
Lauren Ferrara
Baltimore, MD

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