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JB

Jennifer L. Byrne

RADNOR CAPITAL MANAGEMENT
Wayne, PA 19087-4306
Some features on this profile are disabled
CRD#: 705193
JB

Professional summary


Jennifer Lee Byrne, who also goes by Jennifer L Bowman, Jennifer L Byrne, is a registered financial advisor currently at RADNOR CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Jennifer has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jennifer L Bowman | Jennifer L Byrne

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 Jennifer Lee Byrne'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

April 28, 2015 - Present

RADNOR CAPITAL MANAGEMENT, LLC

Office #1: 38 West Avenue, Wayne, PA 19087-4306
RIA
CRD#: 159559
Wayne, PA
Past

October 6, 1999 - March 5, 2008

UST SECURITIES CORP.

BD
CRD#: 13906
STAMFORD, CT
Past

September 29, 1993 - July 22, 1999

CUSTODIAN SECURITIES, INC.

BD
CRD#: 30370
WAYNE, PA
Past

August 11, 1983 - October 30, 1992

AMA INVESTMENT ADVISERS, INC.

BD
CRD#: 678
CHICAGO, IL
Past

February 22, 1980 - December 27, 1982

BUTCHER & SINGER INC.

BD
CRD#: 6517

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".
RC
RADNOR CAPITAL MANAGEMENT, LLC
RADNOR CAPITAL MANAGEMENT, LLC

CRD#: 159559 / SEC#: 801-77308

RIA
Registered Investment Advisory firm - (12/7/2012 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/7/2013 Terminated)

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
Pennsylvania
(4/28/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/8/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RC
RADNOR CAPITAL MANAGEMENT, LLC
RADNOR CAPITAL MANAGEMENT, LLC

CRD#: 159559 / SEC#: 801-77308

RIA
Registered Investment Advisory firm - (12/7/2012 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/7/2013 Terminated)
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Contact information


Main Address
38 West Avenue, Wayne, PA 19087-4306
Mailing Address
Phone number
(610) 674-0400
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/19/2025)

Regulatory assets under management


Total Number of Accounts453
AUM (Assets Under Management)$ 786,645,888

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/08/2025
Cover Page
12/18/2024
11/10/2023

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.

Company Information


RADNOR CAPITAL MANAGEMENT, LLC

CRD#: 159559Wayne, PA 19087-4306

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