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Jerry Arch Bell

ELM Partners Management LLC

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About Jerry Arch Bell

Jerry Arch Bell is an investment advisor representative with Elm Partners Management LLC. Jerry has been in the industry since 2012. Jerry holds the Series 7, Series 63, and Series 65 licenses. Jerry's previous experience includes J.P. Morgan Securities LLC. Jerry focuses on portfolio management for individuals, pooled investment vehicles, and financial planning.

Firm Information

Jerry Bell is currently registered with ELM Partners Management LLC. ELM Partners Management LLC is an investment advisor based in Philadelphia, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles. As of 2022, ELM Partners manages over $1.5 billion in assets for clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
ELM Partners Management LLC

50 S 16TH ST.

PHILADELPHIA, PA 19102

$1.50B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerry Bell’s Registration & Firm History

PA

07/15/2024 - Present

ELM Partners Management LLC (PHILADELPHIA PA)

NY

08/28/2012 - 08/11/2015

J.P. MORGAN SECURITIES LLC (new york NY)

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Licenses & Designations

IA

Issued 07/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Arch Bell.
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