William Prescott Bush

Current Employers

Employment History

• 09/2013 → 07/2018
  J.P. Morgan Securities Llc
  Miami, FL
• 09/2013 → 07/2018
  Jpmorgan Chase Bank
  Miami, FL
• 07/2018 → 05/2019
  J.P. Morgan Securities Llc
  Miami, FL
• 07/2018 → 05/2019
  Jp Morgan Chase Bank
  Miami, FL
• 06/2019 → Present
  Geller Advisors
  New York, NY
• 01/2025 → Present
  Corient
  Jupiter, FL
• 01/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-08-27 → 2025-03-28
  Geller Advisors Llc
  New York, NY

Other Businesses

Trustee for the estate of WHTBush - father. One hour per month. Entity Name: exegy Inc Investment related: No Address: 349 St. Louis MO https://www.exegy.com/offices/ Nature of the other business: A financial technology company that sells high speed processing systems to financial institutions. Position/Title/Relationship: Member of an Advisory Board; Director; Partial Owner Start Date: 25-Aug-2018 Approximate # of hours a month: 2-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provide governance and oversight of the company strategy Entity Name: Bush O'Donnell Investment related: Yes Address: 349 St. Louis MO https://bushodonnell.com/ Nature of the other business: Serves as an independent investment advisor and a holding company for select private investments - Ivy Medical LLC is a pass-through investment entity - no decisions are made within this entity and this entity has no clients. Position/Title/Relationship: Director; Partial Owner; Member of an Advisory Board Start Date: 25-Aug-2018 Approximate # of hours a month: 5-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provide governance and oversight of strategic decisions. Entity Name: WHTB Management, Inc Investment related: Yes Address: 104 Jupiter FL Nature of the other business: Holding company for publicly traded stocks and a line of credit Position/Title/Relationship: Director Start Date: 30-Aug-2016 Approximate # of hours a month: one hour Approximate # of hours during securities trading hours: zero Briefly describe your duties: To serve as a no executive director; indirect - I am market manager for the St. Louis Market

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-09
• S63 Uniform Securities Agent State Law Examination
  2012-03-05

Other Names

• Scott Bush