TrueAdvisor
TrueAdvisor
JB
JB

James Murphy Brown

Macquarie Investment Management Business Trust
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Macquarie Investment Management Business Trust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only

Location

2005 Market Street, Philadelphia, PA, 19103-7098

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 10 mos
Delaware Distributors, L.P.
January 2013 - Present · 13 yrs 1 mo
Delaware Distributors, L.P.Broker
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Delaware Capital Management Advisers, INC
January 2013 - April 2020 · 7 yrs 3 mos
Hartford Life Distributors, LLCBroker
January 2008 - July 2012 · 4 yrs 6 mos
State Registrations3 states
CTNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.