James M. Bruton

BRUTON CHISNELL ADVISORS

DOWNINGTOWN, PA 19335

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CRD#: 3010121

Professional summary

James Marshall Bruton, who also goes by James M Bruton, Jamie Bruton, is a registered financial advisor currently at BRUTON CHISNELL ADVISORS, LLC located in Downingtown, Pennsylvania and VALMARK SECURITIES, INC. located in Downingtown, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. James has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James M Bruton | Jamie Bruton

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.

1) VALMARK SECURITIES, INC. - INVESTMENT RELATED - DOWNINGTOWN, PA - BROKER-DEALER - REGISTERED REPRESENTATIVE - 12/2005 - APPROX 20 HRS/MONTH (APPROX 20 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE./// 2) EXECUTIVE INSURANCE AGENCY, INC - INVESTMENT RELATED - INSURANCE AGENCY - 12/2005 - APPROX 10 HRS/MONTH (APPROX 10 HRS/MONTH DURING TRADING HRS) - INSURANCE AGENT./// 3) Trustee for one family; NOT Investment Related; Start Date 5/2021; Approximately 1-5 hrs. per month; no compensation./// 4) Downingtown Good Neighbor Day-NFP; PO Box 132, Downingtown, PA 19335; Non-Profit; President; Raise funds for the local volunteer fire and rescue companies that operate in the Downingtown Area School District; NOT Investment Related; Start Date 01/01/2025; Approximately 6-10 hrs. per month; No Compensation.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Marshall Bruton'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

March 23, 2018 - Present

BRUTON CHISNELL ADVISORS, LLC

Office #1: 521 East Lancaster Avenue, Downingtown, PA 19335

RIA

CRD#: 293192

DOWNINGTOWN, PA

Current

December 6, 2005 - Present

VALMARK SECURITIES, INC.

Office #1: 521 East Lancaster Avenue, Downingtown, PA 19335Office #2: 86 Conservatory Drive Suite C, Barberton, OH 44203

CRD#: 31243

Downingtown, PA

Past

April 21, 2004 - March 30, 2018

BRUTON FINANCIAL ADVISORS, LLC

RIA

CRD#: 127181

DOWNINGTOWN, PA

Past

March 13, 2003 - December 12, 2005

WALNUT STREET ADVISERS INC

RIA

CRD#: 109903

DOWNINGTOWN, PA

Past

August 15, 2000 - December 15, 2004

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

RIA

CRD#: 119449

BERWYN , PA

Past

July 27, 1998 - December 14, 2005

IFG RUSSELL ADVISORS INC

RIA

CRD#: 108677

BERWYN , PA

Past

March 9, 1998 - December 12, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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".

BRUTON CHISNELL ADVISORS, LLC

CRD#: 293192 / SEC#: 801-112682

RIA

Registered Investment Advisory firm - (1/22/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(12/6/2005)

Florida
(1/27/2023)

Georgia
(3/16/2022)

Illinois
(12/6/2005)

Maryland
(12/6/2005)

Michigan
(3/20/2023)

New Hampshire
(12/6/2005)

New Jersey
(12/6/2005)

New York
(12/6/2005)

North Carolina
(4/17/2012)

Ohio
(12/6/2005)

Pennsylvania
(12/6/2005)

IAR

Pennsylvania
(3/23/2018)

South Carolina
(7/7/2023)

IAR

Texas
(10/17/2019)

Texas
(8/15/2023)

Vermont
(12/6/2005)

Virginia
(12/6/2005)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/19/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BRUTON CHISNELL ADVISORS, LLC

CRD#: 293192 / SEC#: 801-112682

RIA

Registered Investment Advisory firm - (1/22/2018 Approved)

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Contact information

Main Address

521 East Lancaster Avenue, Downingtown, PA 19335

Mailing Address

Phone number

(610) 518-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRUTON CHISNELL ADVISORS, LLC DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,583
AUM (Assets Under Management)	$ 755,343,812

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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Advisor Monitoring

Firm Stability Insights

James M. Bruton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Marshall Bruton's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

BRUTON FINANCIAL ADVISORS, LLC

WALNUT STREET ADVISERS INC

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

IFG RUSSELL ADVISORS INC

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

BRUTON CHISNELL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/1998

Series 63

Date: 3/13/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/5/1998

FINRA

Current Firm

BRUTON CHISNELL ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRUTON CHISNELL ADVISORS, LLC

TRUST BUT VERIFY

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