James Marshall Bruton
Investment adviser representative at Bruton Chisnell Advisors, LLC
22 yearsExperience
2 statesRegistered in
$772.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Bruton Chisnell Advisors, LLCJan 2018 to now
- Valmark Securities, Inc.Dec 2005 to now
- Bruton Financial Advisors, LLCApr 2004 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Bruton Chisnell Advisors, LLC
$772.5MAssets managed
630Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3010121
- Firm CRD
- 293192