Kass Welchlin
Kass Welchlin is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4266 I-55 North, Suite 200, Jackson, MS, 39211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kass owns rental real estate property since 2007, spending a few hours per week on activities such as collecting rent and handling maintenance. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations19 states
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