Jacob Welch is a registered investment advisor, based in Madison, WI, with 10 years of industry experience.
Location
999 Fourier Drive, Suite 100, Madison, WI, 53717
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob owns Welshire Capital, LLC since 2018, which is investment related. He also receives trail revenue from previous annuity business written prior to joining Valmark, dedicating minimal time to this activity.
Employment History
Current Registrations
Valmark Securities, INC.
July 2019 - Present · 6 yrs 10 mos
Valmark Advisers, INC.
July 2019 - Present · 6 yrs 10 mos
Valmark Securities, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Principal Securities, INC.
June 2016 - July 2019 · 3 yrs 1 mo
Principal Securities, INC.Broker
June 2016 - July 2019 · 3 yrs 1 mo
Welshire Capital, LLC
October 2015 - June 2016 · 8 mos
Comprehensive Asset Management and Servicing, INC.Broker
June 2015 - June 2016 · 1 yr
State Registrations21 states
AZCACOFLIAILINKSMIMNNCNMOHSCSDTNTXUTVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.