Jerry John Davidse

Current Employers

Employment History

• 10/2011 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 11/2011 → 04/2022
  Bank Of America, N.A.
  Philadelphia, PA
• 04/2022 → Present
  Presilium Private Wealth Llc
  Philadelphia, PA

Previous Registrations

• 2011-10-14 → 2022-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Palm Beach, FL
  Newtown, PA
  Palm Beach Gardens, FL
• 2011-01-31 → 2011-10-27
  Morgan Stanley
  Philadelphia, PA

Other Businesses

1. NAME OF OUTSIDE BUSINESS ORGANIZATION: 2 RENTAL PROPERTIES 2. FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT 3. INVESTMENT RELATED: (YES OR NO) NO 4. ADDRESS OF BUSINESS: , WYNNEWOOD PA AND ONE AT THE VILLAGES FL. 5. NATURE OF BUSINESS: RENTAL PROPERTY 6. YOUR POSITION, TITLE, ASSOCIATION: 100% OWNER 7. START DATE OF RELATIONSHIP: PROPERTIES PURCHASED IN 2008 8. NUMBER OF HOURS DEVOTED PER MONTH: 0.5 HRS 9. NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10. YOUR DUTIES: COLLECT RENTAL INCOME, PAY BILLS ASSOCIATED WITH PROPERTIES. I*102230 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KIPP PHILADELPHIA INVESTMENT RELATED: N ADDRESS OF BUSINESS: PHILADELPHIA, PENNSYLVANIA 19131 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/7/2017 NUMBER OF HOURS DEVOTED: 12 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 3 DUTIES: BOARD MEMBER. I*54019 For profit or not for profit: Non-Profit Organization Name of outside business organization: KIPP Philadelphia Investment related: N Address of business: Philadelphia, Pennsylvania 19143 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 41001 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Chair of the Young Friends of KIPP Philadelphia I*120851 For profit or not for profit: Non-Profit Organization Name of outside business organization: Cambodia Rural Student Foundation Investment related: N Address of business: Newtown, Pennsylvania 18940 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 2/14/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Board member to assist in the long-term strategy of the Cambodia Rural Student Foundation. Their mission is to raise funds to help Cambodia students in the rural area of the country attend college and graduate school.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-20

Designations