James Marshall Bruton

Employer firm

Bruton Chisnell Advisors, LLC CRD 293192

$772M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2005 → Present
  Valmark Securities, Inc.
  Akron, OH
• 01/2018 → Present
  Bruton Chisnell Advisors, Llc
  Downington, PA
• 04/2004 → 01/2018
  Bruton Financial Advisors, Llc
  Downington, PA
• 01/2018 → 11/2018
  Bruton Chisnell Advisors, Llc
  Downington, PA

Previous Registrations

• 2004-04-21 → 2018-03-30
  Bruton Financial Advisors, Llc
  Downingtown, PA
• 1998-07-27 → 2005-12-14
  Ifg Russell Advisors Inc
  Berwyn , PA
• 2003-03-13 → 2005-12-12
  Walnut Street Advisers Inc
  Downingtown, PA
• 2000-08-15 → 2004-12-15
  American Financial Management Group, Ltd.
  Berwyn , PA

Other Businesses

1) VALMARK SECURITIES, INC. - INVESTMENT RELATED - DOWNINGTOWN, PA - BROKER-DEALER - REGISTERED REPRESENTATIVE - 12/2005 - APPROX 20 HRS/MONTH (APPROX 20 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE./// 2) EXECUTIVE INSURANCE AGENCY, INC - INVESTMENT RELATED - INSURANCE AGENCY - 12/2005 - APPROX 10 HRS/MONTH (APPROX 10 HRS/MONTH DURING TRADING HRS) - INSURANCE AGENT./// 3) Trustee for one family; NOT Investment Related; Start Date 5/2021; Approximately 1-5 hrs. per month; no compensation./// 4) Downingtown Good Neighbor Day-NFP; PO Box 132, Downingtown, PA 19335; Non-Profit; President; Raise funds for the local volunteer fire and rescue companies that operate in the Downingtown Area School District; NOT Investment Related; Start Date 01/01/2025; Approximately 6-10 hrs. per month; No Compensation./// 5) Yellow Box Holding Company; 481 North Cleveland-Massillon Road, Akron, OH 44333; Real Estate Holding Company; Member; Manage property for commercial real estate rentals; NOT Investment Related; Start Date 11/15/2025; 25% Owner; Approximately 1-5 hrs. per month; Distribution based on ownership interest.///

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-19
• S63 Uniform Securities Agent State Law Examination
  1998-03-13

Other Names

• Jamie Bruton
• James M Bruton