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Derek Ethan Jordan

Bryn Mawr Capital Management, LLC

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About Derek Ethan Jordan

Derek Jordan is a registered Investment Advisor Representative (IAR) at Bryn Mawr Capital Management, LLC. Derek joined Bryn Mawr Capital Management in June 2023 and currently holds registrations in Delaware and Pennsylvania. Derek has experience in various sectors including education, non-profit work, and financial services. Derek earned a Uniform Investment Adviser Law Examination (S65) qualification in October 2024.

Firm Information

Derek Jordan is currently registered with Bryn Mawr Capital Management, LLC. Bryn Mawr Capital Management, LLC is an investment advisor registered with the SEC. The firm, based in Philadelphia, PA, offers a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $3 billion in assets for high-net-worth individuals, charitable organizations, pensions and profit-sharing plans, corporations, and other investment advisors.
Bryn Mawr Capital Management, LLC

1818 MARKET STREET

PHILADELPHIA, PA 19103

$3.04B

Assets Under Management

322

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Jordan’s Registration & Firm History

PA

10/11/2024 - Present

Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Ethan Jordan.
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