Chief Operating Officer · Bryn Mawr Trust Advisors, LLC
Jacquelyn K. Blue
CRD 4625639 · Named on Form ADV at one SEC-registered adviser
At a glance
Bryn Mawr Trust Advisors, LLC, an SEC-registered wealth manager based in Philadelphia, PA with $3.5 billion in regulatory assets, lists Jacquelyn K. Blue on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Bryn Mawr Trust Advisors, LLCChief Operating OfficerWealth manager · Philadelphia, PA · $3.5B in regulatory assets
AtlasMembers
Jacquelyn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Robert J. SchneiderPresident, Chairman of the Board, Bryn Mawr Trust Advisors, LLC
- Donna M. CunninghamChief Compliance Officer, Bryn Mawr Trust Advisors, LLC
- Jamie P. HopkinsChief Wealth Officer, Bryn Mawr Trust Advisors, LLC
- Jasmine Z. YuChief Investment Officer, Bryn Mawr Trust Advisors, LLC
- Sandra L. WhalenBoard Member, Bryn Mawr Trust Advisors, LLC
2 more people named with Jacquelyn on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacquelyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.