CoverProfile

James Bruton

Managing Partner

Bruton Chisnell Advisors

United States, Pennsylvania, Downingtown

About Me

Jamie joined Bruton Financial Advisors in 1998, and became Managing Partner with the formation of Bruton Chisnell Advisors in 2018. He is specialized in fiduciary oversight of qualified and non­ qualified retirement plans and endowments. Additionally, Jamie serves individual clients for financial advisory needs, especially focused on the interrelatedness of owning a business and the impact on personal wealth and estate needs. During Jamie’s career, he has helped hundreds of businesses initiate, manage, and terminate retirement plans to fulfill the requirements of the ERISA – Employee Retirement Income Security Act. While serving these plans, he has met individually with thousands of plan

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Profile Information

Managing Partner

Bruton Chisnell Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Downingtown

Pennsylvania

United States

Aug 21, 2024

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