James Barnes (CRD# 3267622) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Berwyn, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bryn Mawr Capital Management, LLC | Berwyn, PA | Aug 2023 - Current | < 1 |
| Bryn Mawr Trust | Berwyn, PA | Apr 2016 - Aug 2023 | 7 |
| National Penn Investors Trust Company | Wyomissing, PA | Jan 2008 - Apr 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
- PA
-
Total Assets Under Management3,036MILLIONS
-
Total Number of Accounts3,390ACCOUNTS
-
Average Account Value$895,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, DE, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA
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