James T. Barnes
Professional summary
James T Barnes, who also goes by James Thomas Barnes Jr, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Berwyn, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. James has worked at 3 firms and has passed the Series 63, Series 72 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James T Barnes's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2023 - Present
BRYN MAWR TRUST ADVISORS, LLC
Office #1: 1436 Lancaster Avenue, Berwyn, PA 19312April 23, 2001 - October 12, 2004
INTL FCSTONE PARTNERS L.P.
September 22, 1999 - May 18, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
BRYN MAWR TRUST ADVISORS, LLC
CRD#: 285359 / SEC#: 801-108434
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/24/2023)
Exams
Series 72
Date: 5/10/2001
Government Securities Representative ExaminationCurrent Firm
BRYN MAWR TRUST ADVISORS, LLC
CRD#: 285359 / SEC#: 801-108434
Contact information
SEC notice filing (20 States and Territories)
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 |
|---|---|---|
| 11/21/2025 | ||
| 12/13/2024 | ||
| 04/09/2024 | ||
| 02/27/2023 |
Red Flags
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