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

James Bruton
Managing Partner
Bruton Chisnell Advisors
United States, Pennsylvania, Downingtown
About Me
Profile Information
Managing Partner
Bruton Chisnell Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Downingtown
Pennsylvania
United States
Aug 21, 2024
More profiles to browse

Charles Bruton
Founder, President
MC
Michael Chisnell, Jr.
Partner & Chief Investment Officer
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management