Five Star award winner Jerry Davidse, CFP®

PROFESSIONAL PROFILE

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Jerry Davidse, CFP^®

CEO

Presilium Private Wealth

150 N Radnor Chester Rd Ste F-110

Radnor, PA 19087

Office: 215-982-4141

jerry@presiliumpw.com
www.presiliumpw.com

Professional Approach

As CEO and Co-Founder of Presilium Private Wealth, Jerry has dedicated his career to helping families navigate life’s financial complexities with clarity and confidence. After graduating from Villanova University with two degrees, and spending 21 years at Morgan Stanley and Merrill Lynch, he launched Presilium in 2022 to build something special — a firm where every client feels genuinely valued and cared for.

Jerry’s vision for Presilium centers on one thing: the client experience.

He believes financial planning is not just about numbers, but about relationships, values, and legacy. This philosophy comes to life in Presilium’s culture of thoughtful service, disciplined investing, and meaningful personal touches that make every interaction special.

For anyone curious just how passionate Jerry is about education and sharing his love for financial planning and investing with others, he has produced a new episode of Presilium’s popular Financial Planning Fridays video series every single week for the past three years — building a library of more than 160 episodes that have been viewed more than half a million times!

Outside of the office, Jerry is a devoted husband and proud father to Jake (11) and Emma (9). For the past five years, he has coached their soccer, basketball, and baseball teams — embracing every opportunity to be on the sidelines with them. Unsurprising to those who know him, "Coach Jerry" has become very popular in the local Radnor community for his consistently positive attitude, no matter the score.

He and his family also share a love of travel and adventure. The Davidse family has explored more than 25 countries together, carefully documenting their journeys with journals and photos to preserve their memories and new perspectives gained from each trip. Recent highlights include volunteering in Cambodia, cheering on Team USA at the Paris Olympics, and visiting our new Pope (and fellow Villanova alumnus) in Rome.

Still, Jerry’s favorite place to be is closer to home- in his backyard or on a local field with Jake and Emma, practicing their favorite sports. Most Saturdays, you will also find them together at the historic Merion Golf Club, where competitive weekly matches have become another family tradition.

To ensure that Jerry is able to keep up with his kids (and their friends) for as long as they let him, and to serve our clients at the highest possible level, he maintains an exceptionally disciplined health and wellness routine each day that includes early morning weight training and a nightly 3-minute cold plunge in 37-degree water.

We’re proud to spotlight Jerry — not only for his leadership, but for the example he sets in living out Presilium’s mission to serve families with excellence, integrity, and heart.

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 09/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4680 Philadelphia-area wealth managers were considered for the award; 275 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,532, 303, 7%, 11/1/24, 2/13/24 - 8/30/24; 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.