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James T Barnes

Bryn Mawr Capital Management, LLC

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About James T Barnes

James T Barnes is an investment advisor representative associated with Bryn Mawr Capital Management, LLC. James Barnes has been in the industry for over 20 years. James T Barnes holds the Series 7, Series 63 and Series 72 licenses. James T Barnes has been registered with the state of Pennsylvania since 2023. Previously, James T Barnes was associated with G.X. CLARKE & CO. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

James Barnes 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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James Barnes’s Registration & Firm History

PA

08/24/2023 - Present

Bryn Mawr Capital Management, LLC (Berwyn PA)

NJ

04/23/2001 - 10/12/2004

G.X. CLARKE & CO. (JERSEY CITY NJ)

NY

09/22/1999 - 05/18/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2001

Series 72 - Government Securities Representative Examination

BC

Issued 09/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James T Barnes.
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