James Bruton has been Member / Chief Investment Officer of Bruton Chisnell Advisors since January 2018, is a control person of the firm and directly owns between 25% and 50% of it. James Bruton holds a B.A. in Biology from Lafayette College and an MBA from the University of Pittsburgh.
Bruton Chisnell Advisors, LLC is a Downingtown, PA firm with $772M under management, 630 clients and 3 advisers across 2 offices, as of its March 2026 filing.
James (Jamie) M. Bruton is Partner & Chief Client Officer of Bruton Chisnell Advisors. He joined Bruton Financial Advisors in 1998, and Bruton Chisnell Advisors was formed in 2018. He specializes in oversight of qualified and non-qualified retirement plans and endowments, and serves individual clients with a focus on how owning a business affects personal wealth and estate needs. He has helped hundreds of businesses initiate, manage and terminate retirement plans under ERISA.
James Bruton’s longest registration was 13 years at Bruton Financial Advisors, LLC (2004–2018). Before joining Bruton Chisnell Advisors in 2018, James Bruton was registered through Bruton Financial Advisors, LLC and Walnut Street Advisers Inc.
- – present · 8 yearsDowningtown, PA · Adviser representative · Firm CRD 293192
- Bruton Financial Advisors, LLC– · 13 yearsDowningtown, PA · Adviser representative · Firm CRD 127181
- Walnut Street Advisers Inc– · 2 yearsDowningtown, PA · Adviser representative · Firm CRD 109903
- American Financial Management Group, LTD.– · 4 yearsBerwyn , PA · Adviser representative · Firm CRD 119449
- Ifg Russell Advisors Inc– · 7 yearsBerwyn , PA · Adviser representative · Firm CRD 108677
Professional designations
Listed by Bruton Chisnell Advisors
- Accredited Investment Fiduciary Auditor (AIFA®)
Investment adviser representative registrations
James Bruton is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2018; the most recent is Texas, in October 2019.
- PennsylvaniaSince 23 March 2018
- TexasResidentSince 17 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 March 1998 |
| Series 7 | General Securities Representative Examination | 5 March 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Marshall Bruton
- CRD
- 3010121
- Firm
- Bruton Chisnell Advisors · CRD 293192
- Role
- Member / Chief Investment Officer
- Office
- 521 EAST LANCASTER AVENUE, Downingtown, PA 19335
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bcadvisors.com
Where does James Bruton work?
James Bruton has been Member / Chief Investment Officer of Bruton Chisnell Advisors, LLC since January 2018, and is a control person of the firm.
Is James Bruton a financial advisor?
Yes. James Bruton has a current investment-adviser registration in Pennsylvania and Texas, through Bruton Chisnell Advisors since March 2018.
How many years of experience does James Bruton have?
James Bruton has 28 years in the financial industry, since March 1998, across 5 adviser firms.
What exams has James Bruton passed?
James Bruton has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1998. FINRA credited James Bruton with the SIE, which began in October 2018.
Where did James Bruton work before Bruton Chisnell Advisors?
Before Bruton Chisnell Advisors, James Bruton was registered through Walnut Street Advisers Inc, March 2003 to December 2005; American Financial Management Group, LTD., August 2000 to December 2004; Ifg Russell Advisors Inc, July 1998 to December 2005.
Where is James Bruton based?
James Bruton’s registered office is in Downingtown, PA.
Is James Bruton registered with FINRA?
Yes. James Bruton has a current broker registration, under CRD 3010121.
Source: FINRA BrokerCheck
How can I verify James Bruton’s record?
Search CRD 3010121 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Bruton’s full registration record.
