Jamie Patrick Hopkins

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

• 08/2012 → 12/2018
  The American College
  Bryn Mawr, PA
• 04/2019 → Present
  Creighton University
  Omaha, NE
• 04/2023 → 09/2023
  Cwm, Llc
  Omaha, NE
• 01/2019 → 09/2023
  Carson Wealth
  Omaha, NE
• 10/2023 → Present
  Wsfs Bank D/B/A Bryn Mawr Trust
  Philadelphia, PA
• 10/2023 → Present
  Bryn Mawr Trust Advisors, Llc
  Philadelphia, PA
• 01/2012 → 05/2023
  Hopkins Retirement Consulting
  Villanova, PA

Previous Registrations

• 2023-05-01 → 2023-10-02
  Cwm, Llc
  Villanova, PA
  Omaha, NE

Other Businesses

Hopkins Retirement Consulting, not investment related, speaking and content creation, 665 Mill Road villanova PA 19085 - self employed - Sole proprietor - 0 hours currently a month - currently not operating the business but did pre-joining carson and WSFS/Bryn Mawr Trust and still listed as an OBA.

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jamie P Hopkins