Jacqueline Reeves

BRYN MAWR TRUST ADVISORS

Boca Raton, FL 33432-2704

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CRD#: 1946071

Professional summary

Jacqueline Reeves, who also goes by Jackie Delaney, Jacqueline Delaney, Jackie Reeves, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Boca Raton, Florida.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jacqueline has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 86, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jackie Delaney | Jacqueline Delaney | Jackie Reeves

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Reeves's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2023 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 980 North Federal Hwy Suite 110, Boca Raton, FL 33432-2704

RIA

CRD#: 285359

Boca Raton, FL

Past

November 19, 2007 - August 9, 2023

BELL ROCK CAPITAL, LLC

RIA

CRD#: 139163

Boca Raton, FL

Past

May 12, 2003 - March 15, 2007

RYAN BECK & CO.

CRD#: 3248

BOCA RATON, FL

Past

August 24, 1999 - February 20, 2003

NATIONAL BANK OF CANADA FINANCIAL INC.

CRD#: 22698

NEW YORK, NY

Past

November 28, 1997 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

September 25, 1996 - June 10, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 30, 1995 - July 19, 1996

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

April 21, 1992 - July 25, 1995

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

June 14, 1990 - April 15, 1992

ROTHSCHILD & CO US INC.

CRD#: 2910

NEW YORK, NY

Past

August 22, 1989 - June 14, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/27/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 86

Date: 3/16/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 2/22/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/19/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/20/2001

General Securities Principal Examination

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

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Contact information

Main Address

1818 Market Street 22nd Floor, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 731-1820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (6/30/2025)

Regulatory assets under management

Total Number of Accounts	3,371
AUM (Assets Under Management)	$ 3,011,732,671

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/13/2024	Cover Page	Report
04/09/2024	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jacqueline Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Reeves's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELL ROCK CAPITAL, LLC

RYAN BECK & CO.

NATIONAL BANK OF CANADA FINANCIAL INC.

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

JANNEY MONTGOMERY SCOTT LLC

CREDIT SUISSE SECURITIES (USA) LLC

ROTHSCHILD & CO US INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2018

Series 66

Date: 9/27/2007

Series 63

Date: 9/27/1989

Series 86

Date: 3/16/2005

Series 87

Date: 2/22/2005

Series 7

Date: 8/19/1989

Series 24

Date: 4/20/2001

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRYN MAWR TRUST ADVISORS, LLC

TRUST BUT VERIFY

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