Jasmine Zhong Yu
Investment adviser representative at Bryn Mawr Trust Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$3.5BFirm assets
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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
10 years in the industry.
- Bryn Mawr Trust Advisors, LLCJun 2024 to now
- Bank of New York MellonMay 2016 to now
- Mbsc Securities CorporationFeb 2017 to May 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Bryn Mawr Trust Advisors, LLC
$3.5BAssets managed
1,409Clients
55Advisers
10 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
- 5459343
- Firm CRD
- 285359