Jacqueline Reeves

Investment Adviser Representative at BRYN MAWR TRUST ADVISORS, LLC

Boca Raton, FLCRD #1946071Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

19 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Florida

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 8/16/2018

Series 66

Uniform Combined State Law Examination

Passed 9/27/2007

Series 63

Uniform Securities Agent State Law Examination

Passed 9/27/1989

Series 24

General Securities Principal Examination

Passed 4/20/2001

Series 86

Research Analyst Exam - Part I Analysis Module

Passed 3/16/2005

Series 87

Research Analyst Exam - Part II Regulations Module

Passed 2/22/2005

Series 7

General Securities Representative Examination

Passed 8/19/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BRYN MAWR TRUST Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SALOMON SMITH BARNEY INC.

9/25/1996 – 6/10/1999NEW YORK, NY

PUTNAM LOVELL NBF SECURITIES INC.

8/24/1999 – 2/20/2003NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8/22/1989 – 6/14/1990NEW YORK, NY

JANNEY MONTGOMERY SCOTT INC.

6/30/1995 – 7/19/1996PHILADELPHIA, PA

ROTHSCHILD INC.

6/14/1990 – 4/15/1992NEW YORK, NY

RYAN BECK & CO.

5/12/2003 – 3/15/2007BOCA RATON, FL

CS FIRST BOSTON CORPORATION

4/21/1992 – 7/25/1995NEW YORK, NY

SALOMON BROTHERS INC.

11/28/1997 – 9/1/1998NEW YORK, NY

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacqueline Reeves has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.