# DAVIES JEROME JAMES

DAVIES JEROME JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [LLOYDS BANK PLC](https://search.stillhousedata.com/firm/161257) | GROUP EXECUTIVE COMMITTEE MEMBER | LONDON |
| — | Form ADV | [DAVIES FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/139764) | PRESIDENT AND CCO | MURRIETA, CA |
| — | Form ADV | [ROSZEL ADVISORS, LLC](https://search.stillhousedata.com/firm/120680) | TREASURER | PENNINGTON, NJ |
| — | Form ADV | [SECURITIES EVALUATIONS, INC.](https://search.stillhousedata.com/firm/109562) | PRESIDENT | NEW YORK, NY |
| — | Form ADV | [SANDBAR ASSET MANAGEMENT LLP](https://search.stillhousedata.com/firm/293423) | PARTNER & COO & CCO | LONDON, ENGLAND |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.