James Bruton, financial advisor Downingtown PA
93 score

James Bruton

CRD Number: 3010121
Current Firm: Bruton Financial Advisors, LLC

James Bruton (CRD# 3010121) is an Investment Advisor Representative working at Bruton Financial Advisors, LLC in Downingtown, PA and has over 19 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Downingtown PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Similar Advisors
Frederick Hubler, Jr., financial advisor Downingtown PA
Frederick E. Hubler, Jr.
CRD# 4401049
Triad Advisors, Inc.
Similar Advisors
Kurt Angstadt, financial advisor Downingtown PA
Kurt Angstadt
CRD# 4726951
Newbridge Wealth Management
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Dec 2005 - Current 11
Bruton Financial Advisors, LLC Downingtown, PA Apr 2004 - Current 12
Bruton Financial Partners, LLC Downingtown, PA Jan 2003 - Current 14
American Financial Management Group Berwyn, PA Feb 2000 - Current 17
Ifg/russell Advisors, Inc. Berwyn, PA Jul 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for James M. Bruton
Phone Number: 610-518-3900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Bruton and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.