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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
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacqueline Reeves has worked in the securities industry since 2007. They have passed the Series 87, 86, 66, 65, 63, 24, and 7 examinations. They are registered to provide investment advisory services in Florida.

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 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
Series 24
General Securities Principal Examination
Passed 4/20/2001

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.

BRYN MAWR TRUST ADVISORS, LLCCurrent
8/28/2023Boca Raton, FL
BELL ROCK CAPITAL, LLC
11/19/20078/9/2023Boca Raton, FL

Official records & sources

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

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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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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