Derek Ethan Jordan

Bryn Mawr Capital Management, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching

Bryn Mawr Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

55 advisors

Number of Clients

1,101 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bryn Mawr Trust Advisors, LLC

October 2024 - Present · 1 yr 4 mos

State Registrations2 states

DEPA

Advisor

Exams

No exam information available for this advisor.