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Jerry Arch Bell

Elm Wealth

Philadelphia, PA

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Current Employers
Elm Wealth

50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-15
PA RA APPROVED 2024-07-15
  • NY RA
    APPROVED
    Since 2024-07-15
  • PA RA
    APPROVED
    Since 2024-07-15

Branch Locations

50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elm Partners Management Llc Philadelphia PA 04/2024 Present
Vidmob, Inc. New York NY 07/2015 10/2023
Unemployed New York NY 11/2023 03/2024
  • 04/2024 → Present
    Elm Partners Management Llc
    Philadelphia, PA
  • 07/2015 → 10/2023
    Vidmob, Inc.
    New York, NY
  • 11/2023 → 03/2024
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-15
S63 Uniform Securities Agent State Law Examination 2012-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-15
  • S63 Uniform Securities Agent State Law Examination
    2012-11-19
Other Names
  • Jerry Bell

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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