James Brynmor has been an investment adviser representative at Marotta Asset Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
- – present · under a yearKnoxville, TN · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
James Brynmor is registered as an investment adviser representative in Tennessee, since August 2026.
- TennesseeSince 21 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Michael Brynmor
- CRD
- 7918241
- Firm
- Marotta Asset Management · CRD 115645
- Office
- Knoxville, TN
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does James Brynmor work?
James Brynmor is an investment adviser representative registered through Marotta Asset Management, Inc. since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Brynmor a financial advisor?
Yes. James Brynmor has a current investment-adviser registration in Tennessee, through Marotta Asset Management since August 2026.
How many years of experience does James Brynmor have?
James Brynmor has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has James Brynmor passed?
James Brynmor passed the Series 65 in August 2026.
Where is James Brynmor based?
James Brynmor’s registered office is in Knoxville, TN.
Is James Brynmor registered with FINRA?
No. James Brynmor has no current broker registration.
How can I verify James Brynmor’s record?
Search CRD 7918241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Brynmor’s full registration record.
