John Bolton Delaney

Employer firm

Birch Run Investments, LLC CRD 285285

$457M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 09/2005 → 01/2021
  The Swarthmore Group, Inc.
  Philadelphia, PA
• 10/2022 → Present
  Birch Run Investments
  Exton, PA
• 01/2021 → 10/2022
  Unemployed
  Newtown Square, PA

Previous Registrations

• 2018-09-26 → 2022-12-31
  The Swarthmore Group, Inc.
  Philadelphia, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-08
• S65 Uniform Investment Adviser Law Examination
  1992-04-02

Designations

• Chartered Financial Analyst