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 18 years of experience in the finance industry.

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Dedicated Investment Advisers LLC
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Dec 2005 - Current 10
Bruton Financial Advisors, LLC Downingtown, PA Apr 2004 - Current 12
Bruton Financial Partners, LLC Downingtown, PA Jan 2003 - Current 13
American Financial Management Group Berwyn, PA Feb 2000 - Current 16
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


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This advisor has a clean track record with regulators.

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