Jerry John Davidse
Investment adviser representative at Presilium Private Wealth, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Presilium Private Wealth, LLCApr 2022 to now
- Bank of America, N.A.Nov 2011 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2011 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Presilium Private Wealth, LLC
$671.7MAssets managed
380Clients
5Advisers
4 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
- 4414257
- Firm CRD
- 318345