Jacquelyn Blue (CRD# 4625639) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 20 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bryn Mawr Capital Management, LLC | Rehoboth Beach, DE | Aug 2023 - Current | < 1 |
| Bell Rock Capital, LLC | Rehoboth Beach, DE | Jan 2007 - Aug 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- DE
-
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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