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Jacquelyn Kerry Blue

Bryn Mawr Capital Management, LLC

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About Jacquelyn Kerry Blue

Jacquelyn Kerry Blue is a Registered Investment Advisor Representative with Bryn Mawr Capital Management, LLC. Jacquelyn Kerry Blue has been in the industry since 2003 and has experience with various firms including Ryan Beck & Co., Janney Montgomery Scott LLC, and Milestone Advisors LLC. Jacquelyn Kerry Blue has passed the Series 63, Series 7, and Series 65 exams. Jacquelyn Kerry Blue's professional experience includes working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

Firm Information

Jacquelyn Blue 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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Jacquelyn Blue’s Registration & Firm History

DE

08/08/2023 - Present

Bryn Mawr Capital Management, LLC (Rehoboth Beach DE)

FL

01/30/2006 - 07/16/2007

RYAN BECK & CO. (BOCA RATON FL)

PA

06/21/2005 - 02/08/2006

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

VA

03/31/2003 - 06/20/2005

MILESTONE ADVISORS LLC (MCLEAN VA)

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Licenses & Designations

IA

Issued 08/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacquelyn Kerry Blue.
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