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Jacquelyn Kerry Blue

BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, Delaware
Series 7, Series 63, Series 65Clean record6 years registeredBELL ROCK CAPITAL, LLC
35568 AIRPORT ROAD, REHOBOTH BEACH, DE 19971CRD# 4625639Firm CRD# 139163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacquelyn Kerry Blue · REHOBOTH BEACH, DE
Registration
CRD #4625639 · BELL ROCK CAPITAL, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

BRYN MAWR TRUST ADVISORS, LLC
Aug 2023 – present
BELL ROCK CAPITAL, LLC
Aug 2019 – Aug 2023
REHOBOTH BEACH, DE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 23, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BELL ROCK CAPITAL, LLC
CRD 139163 · SEC 801-65934
AUM
$193M
Regulatory assets under management
Employees
6
714 client accounts
Services offered by BELL ROCK CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BELL ROCK CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacquelyn Kerry Blue offer?
Jacquelyn Kerry Blue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.
What are Jacquelyn Kerry Blue's credentials?
Jacquelyn Kerry Blue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacquelyn Kerry Blue located?
Jacquelyn Kerry Blue is based in REHOBOTH BEACH, Delaware, working with BELL ROCK CAPITAL, LLC. Their office serves clients in the REHOBOTH BEACH metropolitan area and surrounding communities.
How does Jacquelyn Kerry Blue charge for services?
Jacquelyn Kerry Blue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELL ROCK CAPITAL, LLC?
BELL ROCK CAPITAL, LLC has approximately 6 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BELL ROCK CAPITAL, LLC

Jacqueline Reeves
REHOBOTH BEACH, DE
Andres Felipe Bonell
REHOBOTH BEACH, DE
Marguerite Cassandra Toroian
REHOBOTH BEACH, DE

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