Best Investors Account Sign in
Inactive

Jacquelyn Kerry Blue

Bryn Mawr Trust Advisors, LLC

Rehoboth Beach, DE

Philadelphia, PA

Claim This Profile
Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-08-08
  • DE RA
    APPROVED
    Since 2023-08-08

Branch Locations

35568 Airport Road, Rehoboth Beach, DE 19971 • 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 Rehoboth Beach DE 01/2007 08/2023
Bryn Mawr Capital Management, Llc Rehoboth Beach DE 08/2023 Present
  • 01/2007 → 08/2023
    Bell Rock Capital, Llc
    Rehoboth Beach, DE
  • 08/2023 → Present
    Bryn Mawr Capital Management, Llc
    Rehoboth Beach, DE
Previous Registrations
  • 2019-08-23 → 2023-08-09
    Bell Rock Capital, Llc
    Rehoboth Beach, DE
    Rehoboth Beach, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
S63 Uniform Securities Agent State Law Examination 2003-10-03
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23
  • S63 Uniform Securities Agent State Law Examination
    2003-10-03

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL ADVISOR
BDFS CAPITAL LLC

Other Investors

SARA L LAWSON
QUIAUNNA ELIZABETH POWELL
STEVEN ZACHARY DUNN
MARK ERIC ENGBERG
Stephanie P. Brown
Andrew R Brown
Christopher David Argo
RICHARD SCOTT SCHWAMB

Other Offices

CHARLES SCHWAB & CO., INC. · Rehoboth Beach, DE
MORGAN STANLEY · Rehoboth Beach, DE
J.P. MORGAN SECURITIES LLC · Rehoboth Beach, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · REHOBOTH BEACH, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Rehoboth Beach, DE
AMERIPRISE FINANCIAL SERVICES, LLC · REHOBOTH BEACH, DE
MAI CAPITAL ADVISOR · REHOBOTH BEACH, DE
BDFS CAPITAL LLC · REHOBOTH BEACH, DE

More in Rehoboth Beach, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor