James Edward Fisher

Employer firm

Bryn Mawr Trust Advisors, LLC CRD 285359

$3.51B regulatory AUM 334 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 06/2018
  M&T Bank
  Horsham, PA
• 04/2009 → 06/2018
  M & T Securities
  Buffalo, NY
• 07/2021 → 01/2025
  Truist Advisory Services, Inc.
  King Of Prussia, PA
• 06/2018 → 07/2021
  Bb&T Wealth
  King Of Prussia, PA
• 02/2025 → Present
  Bryn Mawr Capital Managment
  1818 Market Street, PA

Previous Registrations

• 2021-10-12 → 2024-11-01
  Truist Advisory Services, Inc.
  King Of Prussia, PA
• 2007-03-12 → 2018-11-01
  Wilmington Trust Investment Advisors, Inc.
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-12
• S63 Uniform Securities Agent State Law Examination
  1997-08-27

Other Names

• Jim Fisher