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Jacqueline Reeves

Bryn Mawr Trust Advisors, LLC

Boca Raton, FL

Philadelphia, PA

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Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-28
  • FL RA
    APPROVED
    Since 2023-08-28

Branch Locations

980 North Federal Hwy Suite 110, Boca Raton, FL 33432-2704 • United States

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bell Rock Capital, Llc Boca Raton FL 04/2007 08/2023
Bryn Mawr Capital Management, Llc Boca Raton FL 08/2023 Present
Bryn Mawr Trust Advisors, Llc Boca Raton FL 07/2025 Present
  • 04/2007 → 08/2023
    Bell Rock Capital, Llc
    Boca Raton, FL
  • 08/2023 → Present
    Bryn Mawr Capital Management, Llc
    Boca Raton, FL
  • 07/2025 → Present
    Bryn Mawr Trust Advisors, Llc
    Boca Raton, FL
Previous Registrations
  • 2007-11-19 → 2023-08-09
    Bell Rock Capital, Llc
    Boca Raton, FL
    Delray Beach, FL
    Boca Raton, FL
    Rehoboth Beach, DE
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-16
S66 Uniform Combined State Law Examination 2007-09-27
S63 Uniform Securities Agent State Law Examination 1989-09-27
  • S65 Uniform Investment Adviser Law Examination
    2018-08-16
  • S66 Uniform Combined State Law Examination
    2007-09-27
  • S63 Uniform Securities Agent State Law Examination
    1989-09-27
Other Names
  • Jacqueline Reeves
  • Jackie Reeves
  • Jacqueline Delaney
  • Jackie Delaney
  • Jacqueline Delaney

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
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J.P. MORGAN SECURITIES LLC · Boca Raton, FL
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