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Chief Revenue Officer · Elm Wealth

Jerry A. Bell

CRD 6090415 · Named on Form ADV at one SEC-registered adviser

At a glance

Elm Wealth, an SEC-registered wealth manager based in Philadelphia, PA with $3.0 billion in regulatory assets, lists Jerry A. Bell on its Form ADV as Chief Revenue Officer, a control person.

Firms and roles

  • Elm WealthChief Revenue OfficerWealth manager · Philadelphia, PA · $3.0B in regulatory assets

AtlasMembers

Jerry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.