Unclaimed Profile

Jasmine Yu

BRYN MAWR CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

SIE, Series 7, Series 24, Series 66CFAClean record12 years registeredBRYN MAWR CAPITAL MANAGEMENT, LLC

1818 MARKET STREET, PHILADELPHIA, PA 19103CRD# 5459343Firm CRD# 285359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jasmine Yu · PHILADELPHIA, PA

Registration

CRD #5459343 · BRYN MAWR CAPITAL MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

BRYN MAWR TRUST ADVISORS, LLC

Jun 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2013 – Jan 2016

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · October 23, 2013

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRYN MAWR CAPITAL MANAGEMENT, LLC

CRD 285359 · SEC 801-108434

AUM

$3.0B

Regulatory assets under management

Employees

3,390 client accounts

Services offered by BRYN MAWR CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRYN MAWR CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jasmine Yu offer?

Jasmine Yu specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Jasmine Yu's credentials?

Jasmine Yu holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jasmine Yu located?

Jasmine Yu is based in PHILADELPHIA, Pennsylvania, working with BRYN MAWR CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Jasmine Yu charge for services?

Jasmine Yu's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRYN MAWR CAPITAL MANAGEMENT, LLC?

BRYN MAWR CAPITAL MANAGEMENT, LLC has approximately 50 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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