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Jasmine Yu

Bryn Mawr Capital Management, LLC

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About Jasmine Yu

Jasmine Yu is a financial advisor with over 9 years of experience in the financial services industry. Jasmine has a Series 66, Series 24 and Series 7 license. Currently, Jasmine is registered with Bryn Mawr Capital Management, LLC and has been with them since 2022. Prior to that, Jasmine worked at BNY Mellon Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jasmine is a Chartered Financial Analyst. Jasmine specializes in providing financial planning, portfolio management for individuals, selection of other advisors and sub-advisory services.

Firm Information

Jasmine Yu 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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Jasmine Yu’s Registration & Firm History

PA

06/12/2024 - Present

Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)

NY

04/30/2018 - 02/14/2022

BNY MELLON SECURITIES CORPORATION (NEW YORK NY)

NY

07/06/2013 - 01/04/2016

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

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Licenses & Designations

BOTH

Issued 10/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jasmine Yu.
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