John Joseph Walters

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

• 05/2018 → 07/2021
  Massmutual Life Insurance Company
  Bala Cynwyd, PA
• 08/2018 → 07/2021
  Mml Investors Services, Llc
  Bala Cynwyd, PA
• 03/2010 → 03/2017
  Emoney Advisor
  Radnor, PA
• 04/2017 → 05/2018
  Unemployed
  Philadelphia, PA
• 08/2021 → 01/2022
  Wealth Enhancement Group
  Malvern, PA
• 08/2021 → 01/2022
  Wealth Enhancement Advisory Services
  Malvern, PA
• 02/2022 → 06/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2024 → Present
  Bryn Mawr Capital Management
  Philadelphia, PA

Previous Registrations

• 2022-03-03 → 2024-06-24
  Vanguard Advisers, Inc.
  Malvern, PA
• 2021-11-03 → 2022-01-11
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Malvern, PA
• 2019-04-08 → 2021-08-03
  Mml Investors Services, Llc
  Radnor, PA

Other Businesses

Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours. EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: Maintaining Life and Health License PA, MD, MA (License 5-3-1-8-4-1) INVESTMENT RELATED ADDRESS: Philadelphia, PA NATURE OF BUSINESS: Life and health insurance POSITION: Maintaining license only APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 Residual commissions of approximately $10 per annum, which will terminate in 2025

Exams

• S66 Uniform Combined State Law Examination
  2019-03-23

Designations

• Certified Financial Planner

Other Names

• John Walters
• John Joseph Walters