Jacquelyn
Blue

Bryn Mawr Capital Management, LLC

CRD#4625639
Investment Advisor
in Rehoboth Beach, DE

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About this Advisor

Jacquelyn Blue is a financial advisor based in Rehoboth Beach, Delaware, working with Bryn Mawr Capital Management, LLC. Jacquelyn has previously held positions at Bryn Mawr Capital Management, LLC and Bell Rock Capital, LLC. Jacquelyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, Jacquelyn is part of Bryn Mawr Capital Management, LLC, which operates out of Rehoboth Beach, Delaware. The firm has 5 offices and 50 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Bryn Mawr Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

35568 Airport Road
Rehoboth Beach, DE 19971

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Bryn Mawr Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,035,760,870

DE Average: $15,833,994,310
Total Number of Employees

50

DE Average: 41
Total Number of Accounts

3,390

DE Average: 3,342
Average Account Size

$895,505

DE Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jacquelyn Blue Work History

2023 - Present (1 year)

Bryn Mawr Capital Management, LLC

2007 - 2023 (16 years)

Bell Rock Capital, LLC

Disclosures

Please visit the SEC profile of Jacquelyn Blue 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 Bryn Mawr Capital Management, LLC

Cade Reed
Philadelphia, PA
Joseph Furey
Philadelphia, PA
Christopher Krumenacker Jr
Philadelphia, PA
Quiaunna Powell
Rehoboth Beach, DE
Erik O'Neal
Philadelphia, PA
Sony Mathew
Philadelphia, PA
Seth Dadds
Wilmington, DE
David Navarro
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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